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If you are new to Sellar and/or have agreed to import your customers during your platform setup, you can export your customer list from Xero to get started.
- Head to your Contacts page in Xero.
- Choose either ‘All’, ‘Customers’ or one of your customer groups if you have one defined.
- Click the three dot menu in the top right of the menu bar and then click ‘Export’.
- Your export will be downloaded as a CSV file
- Send this file to your account manager at Sellar
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