Millstone and Xero
Contacts now, sync later.
What comes across
From Xero's own export, matched to Millstone's records.
Companies
- Name
- Phone
- Website
- Address
- Country
People
- First name
- Last name
- Phone
- Company
Getting it out of Xero
Companies
- 1In Xero, go to Contacts, then All contacts.
- 2Tick the contacts to bring, or none for all of them.
- 3Click Export, then choose CSV.
People
- 1In Xero, go to Contacts, then All contacts.
- 2Tick the contacts to bring, or none for all of them.
- 3Click Export, then choose CSV.
- 4Bring the same file in as People to add each contact's named person.
Then import the file in Millstone. It recognises a Xero export and shows you every row before anything goes in.
What stays behind
Xero's own lists rarely match a studio's, so they are left out unless yours do.
- Bank details and tax numbers stay in Xero. Only the first address line comes across.
- Each contact's main person only. A row with no first or last name is left for review.
- BankAccountName
- BankAccountNumber
- BankAccountParticulars
- TaxNumber
- AccountsReceivableTaxCodeName
- AccountsPayableTaxCodeName
- SkypeName
- Discount
- Website
Or let your assistant move it
With Claude or ChatGPT connected over MCP.
“I am moving my studio from Xero. Walk me through bringing it into Millstone.”
It asks what you use, tells you how to export it, then stages, maps and previews the file. Nothing goes in until you say yes. Importing needs a Full access key.
Coming
Later
Xero and QuickBooks
Send an invoice and its payments to your accounts when you choose, so the books stay in step without retyping.
More integrations
Lighten the load
Early access opens a few studios at a time, each onboarded personally. Put yours forward and put some of the weight down.