If you have successfully installed the Xero Outlook Contact Loader application it can be launched from both the Desktop and the Start Menu. (Search for Xero).
Xero Outlook Contact Loader Help
Step 1 - Running the Application
Step 2 - Authorise the Application
Step 3 - Transferring Contacts
Open your Outlook contacts folder and place the Contact Loader application close by on your desktop.
To upload a contact to Xero simply select a contact in Outlook and drag it onto the box on the Contact Loader's left hand side.
When the mouse cursor is in position release the button. The contact will be uploaded to Xero. You will see a green notification in the Contact Loader indicating a successful contact upload.
If there is a problem with the contact then the notification message in the Contact Loader will be in red or orange and will tell you what went wrong.
If you experience any difficulties please contact us for assistance.