Import customer invoices into Xero

You can import customer invoices (Accounts Receivable) into Xero from text, Excel and IIF files into Xero using Zed Axis.

Follow these steps:

Open Zed Axis and connect to your Xero company file
Click on the import tab
Browse to the file that you wish to import into Xero
Create a map between the columns in your import file and the corresponding fields in Xero, a detailed explanation of the fields are included below.
Click import and your data will be imported into Xero as customer invoices.

Xero field	Format	Description
Contact Name	Str	Contact name as it appears in Xero
Line Item Description	Str	Description of item sold
Line Items Quantity		Quantity of the item sold
Line Items Unit Amount		Cost of an item
Line Items Item Code		Code used for the item being sold on the invoice
Line Items Account Code		Account code to be used for a item sold
Line Items Tax Type		Used to override the default Tax Type
Line Items Tax Amount		Used to override if the calculated Tax Amount is not correct
Line Items Line Amount		The amount for the line (ie quantity x unit amount)
Tracking Name 1	Str	Name of the first Tracking Category more here
Tracking Option 1	Str	Value for the first Tracking Category more here
Tracking Name 2	Str	Name of the second Tracking Category more here
Tracking Option 2	Str	Value for the second Tracking Category more here
Date		Date the invoice was raised needs to be in the format YYYY-MM-DD
Due Date	date	Date the invoice is due
Invoice Number		Alpha numeric code to identify the invoice
References		Additional reference number
Url		URL to link to the source document
Currency Code		The currency the invoice has been raised in
Status		Status of invoice; DRAFT, SUBMITTED, DELETED, AUTHORISED, PAID or VOIDED
Sub Total		Total of invoice excluding taxes
Total Tax		Total tax on invoice
Total		Total of invoice (including tax)

Article ID: 192, Created: 11/8/2012 at 2:43 AM, Modified: 2/9/2024 at 12:42 AM