Import supplier invoices into Xero

Overview of importing bills into Xero

You can import supplier invoices or bills (Accounts Payable) into Xero from text, Excel and IIF files into Xero using Zed Axis.  

Steps to import bills

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 supplier invoices.

Demonstration of importing bills into Xero

Where the fields appear in Xero


Detailed description of the fields that you can import

Xero fieldFormat Description 
Contact Name Contact name as it appears in Xero
Line Item Description Description of item purchased
Line Items Quantity Quantity of the item purchased
Line Items Unit Amount Cost of an item
Line Items Item Code  
Line Items Account Code Account code to be used for a item purchased
Line Items Tax Type Used to override the default Tax Types
Line Items Tax Amount Used to override if the calculated Tax Amount is not correct
Line Items Line Amount  Line amount
Tracking Name 1
Name of the first Tracking Category more here
Tracking Option 1
Value for the first Tracking Category more here
Tracking Name 2
Name of the second Tracking Category more here
Tracking Option 2
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 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)