How to Download a List of Suppliers & Subcontractors

Sometimes it’s necessary to export and download a list of subcontractors and suppliers. This article provides two solutions for doing so.

Download from Xero

1. Log in to Xero.
2. Navigate to Contacts > Suppliers.
3. Use the checkboxes to select all of a range of suppliers.
4. Click Export.

You can also use contact groups or smart lists to refine your search.

Download from G.J. Software

1. Click Go To > Reports.
2. Select Reports > Contacts > Client Merge and Export.
3. Select the columns to display on the report.
4. Untick Marketing opt in only.
5. Paste the following text into the Where field: contact_type = 'Creditor/Supplier'
6. Click Next and then Apply.
7. Click the Export icon and select the desired filetype.

You must have the Client Merge and Export report Office Role permission.