Add a new contact in Projects

Add a new contact in Projects

Overview

  • You can add a new contact in Projects when you add a new project. The new person or organisation will be added to your contacts in Xero.

How it works

  • After you add the contact, you can update their details through the Contacts menu in Xero.
  • You need to enter a unique company name for each contact you add.

Add a new contact to a project

  1. In the Projects menu, select All projects.
  2. Click New project.
  3. Under Contact, click the Find or create a contact field.
  4. Click Add new contact.
  5. Enter the contact's details, then click Save contact.

The contact will be created in Xero, even if you don't save the new project. Once created, you can manage contacts, and add or update a contact's details through the Contacts menu in Xero.