Import Xero customers and suppliers

  • Only active customers and suppliers in Xero can be imported into Sage Construction Management.

  • In Xero, the Contact Name will match the Sage Construction Management company name.

  • AccountingLink checks for an existing customer or supplier in Sage Construction Management using the name as the matching criteria. If a match is found, the records in both systems are automatically linked.

  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Import Selected Customers in the Import From Xero section.
  3. Optionally, use the Search field to filter the list.
  4. Select one or more customers from the list.
  5. Select Import Selected.
  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Import Selected Suppliers in the Import From Xero section.
  3. Optionally, use the Search field to filter the list.
  4. Select one or more suppliers from the list.
  5. Select Import Selected.
  1. Go to Accounting Link and select the Contact Management tab.
  2. Select Import All Suppliers in the Import From Xero section.
  3. In the dialog, select OK to import the records.
This process might take some time depending on the number of records in both systems.

On this page

Posted February 21, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.