Import customer invoices into Xero

Overview of importing invoices into Xero

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

Steps to import into Xero

Follow these steps:
  1. Open Zed Axis and connect to your Xero company file
  2. Click on the import tab
  3. Browse to the file that you wish to import into Xero
  4. 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.
  5. Click import and your data will be imported into Xero as customer invoices.

Demonstration of importing invoices into Xero

Detailed description of the fields that you can map

Xero fieldFormatDescription
Contact NameStrContact name as it appears in Xero
Line Item DescriptionStrDescription 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 1StrName of the first Tracking Category more here
Tracking Option 1StrValue for the first Tracking Category more here
Tracking Name 2StrName of the second Tracking Category more here
Tracking Option 2StrValue for the second Tracking Category more here
Date Date the invoice was raised needs to be in the format YYYY-MM-DD
Due DatedateDate 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
Sub Total Total of invoice excluding taxes
Total Tax Total tax on invoice
Total Total of invoice (including tax)