You can export an existing customer to Xero from OutOnSite by following the steps below.
Note: When you create a new customer or edit an existing customer within OutOnSite, it will be automatically exported to Xero. Also, when you create or edit an invoice for a customer, then that customer will automatically be exported to Xero along with the Invoice.
1. Navigate to Customers.
The Customers page is displayed.
2. Click the name of the customer that you want to export.
The customer details page is displayed.
3. Click Export to Xero.
The Exported customer to Xero notification is displayed.
Note: To access the customer details in Xero, click Open in Xero.
The customer details are displayed in Xero.
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