Import supplier invoices into Xero

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



 

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  
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
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)

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