How to Download Your Contacts.

To add trading partners to your UCA, upload your existing customer and supplier list from your accounting software.
Find your platform below, follow the steps, then go to My Trading Partners in your Clearitt dashboard to upload the file.

How to Download Your Contacts — Clearitt
Xero

Xero

  1. 1 Log in to your Xero account at app.xero.com
  2. 2 Click Contacts in the top menu
  3. 3 Use the group drop-down to select All Contacts, Customers, or Suppliers
  4. 4 Click the three dots icon (top right, next to New Contact)
  5. 5 Select Export — a CSV file will download automatically
Note: Export is only available in the browser version of Xero. The mobile app does not support contact exports.
Official docs central.xero.com/s/article/Export-contacts-out-of-Xero
MYOB

MYOB Business (AccountRight)

  1. 1 Open your company file and go to File → Import/Export Assistant
  2. 2 Select Export data, then click Next
  3. 3 In the Export field, choose Cards from the drop-down
  4. 4 Select the card type — Customers, Suppliers, or both — then click Next
  5. 5 On the Select Fields step, click Add All to include all fields
  6. 6 Click Export, choose a save location (e.g. your desktop), and save
The file saves as a .txt file. To open it as a spreadsheet: open Excel, go to File → Open → All Files, locate the export, and step through the Text Import Wizard.
Official docs myob.com — Exporting customer or supplier details Reference guide support.paymentlogic.com.au — How to export contacts from MYOB Community thread community.myob.com — Exporting contact list Community thread community.myob.com — Export client details
QuickBooks

QuickBooks Online

  1. 1 From the left menu, go to Sales, then select Customers
  2. 2 Click the Export icon (small box with arrow) near the top right of the page
  3. 3 Select Export to Excel — the file downloads immediately
For a more detailed export including custom fields: go to Reports → Sales → Customer Contact List, customise the columns you need, then use the export icon to download to Excel.
Community thread quickbooks.intuit.com — Export full customer list with all fields
Reckon

Reckon Accounts (Desktop / Hosted)

  1. 1 Go to File → Utilities → Export → Lists to IIF Files
  2. 2 Select Customer List or Supplier List and save the file
  3. 3 Open the IIF file in Excel, then save as CSV
Shortcut for Accounts Hosted: From the Customer Centre, click the Excel button at the top of the list to export directly to a spreadsheet — no IIF conversion needed.
Reckon One: Reckon One does not include a dedicated contact export. Reports can be downloaded as CSV or XLSX from the Reports section, but there is no direct contacts list export. If you're on Reckon One, compile your contact list manually or contact Reckon support about a data migration export.
Community thread community.reckon.com — Export customer list from Reckon Hosted
Sage

Sage Accounting

  1. 1 Go to Contacts in the left navigation
  2. 2 To export all, tick the checkbox at the top left of the heading row. Or tick individual contacts you want to include
  3. 3 If you have more than one page of contacts, navigate to each page and repeat step 2
  4. 4 From the action toolbar, click the CSV button (or PDF if preferred)
  5. 5 If prompted, choose where to save the file and click Save
Sage exports customers and suppliers separately. Repeat these steps once for Customers and once for Suppliers to get the full picture of who you trade with.
Official docs (UK) gb-kb.sage.com — How to export your contacts from Accounting Official docs (CA) ca-kb.sage.com — Exporting contacts
Odoo

Odoo

  1. 1 Go to the Contacts module
  2. 2 Switch to List View using the icon in the top right
  3. 3 Tick the contacts you want to export, or select all using the top checkbox. Make sure the page is showing all records, not just 80 at a time — adjust the display count at the bottom of the list if needed
  4. 4 Click Actions → Export
  5. 5 In the Export Data modal, choose CSV or XLSX, add the fields you need, then click Export
If you don't see the Export button in the Actions menu, it may need to be enabled by your Odoo administrator under Settings.
Official docs odoo.com/documentation — Export and import data Community thread odoo.com/forum — Export contacts

Other software

Most accounting and ERP platforms include a CSV or Excel export of customer and supplier records. Look for an Export or Import/Export option within your Contacts, Customers, or Suppliers module. If you're unsure, search your software's help centre for "export contacts CSV".

If your platform isn't listed here and you'd like us to add it, let us know.

Before you upload

  • Export both customers and suppliers if you want the full picture of who you trade with.
  • Include ABN where your software captures it — Clearitt uses ABN to match contacts to registered businesses.
  • You don't need to clean up the file before uploading. Use the raw export from your software.
  • Once you have the file, go to My Trading Partners in your Clearitt dashboard to upload it.

Ready to go? Upload your contacts to your Clearitt dashboard.

Go to My Trading Partners →

Quick Links

Company

Get Started

© 2026 Clearitt Australia. All rights reserved.

Facebook X LinkedIn YouTube