When you first log-in to MyTrucking the Xero wizard will kick off, simply follow the prompts and when you’re done you’ll be ready to go. Your Clients, Vehicles and some products will be imported directly from Xero, so you’re ready to invoice.
Exporting your Data
Should we ask you to provide an export from Xero the detail below will enable you to get a copy of your client list from Xero
Export all customer and supplier contacts
To export all customer and supplier contacts from Xero, follow these steps:
- From the header, go to Contacts, then select All Contacts.
- Click Export. All your customer and supplier contacts will be downloaded on a CSV file to your computer.
Only the primary person’s name and email address is included in the exported file.
The MyTrucking Support Team