Overview of importing items into Xero
You can import items (inventory items) into Xero from text, Excel and IIF files into Xero using Zed Axis.
Steps to import into Xero
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 inventory items.
Where the fields appear in Xero
Detailed description of the fields you can map
Here is a description of the fields that you can import on an inventory item.
|Mandatory. The user defined code
|The description of the item
|Purchase Unit Price
|Purchase price of the item
|Purchase Account Code
|Account code to be used when purchasing item
|Sales Unit Price
|Sale price of the item
|Sales Account Code
|Account code to be used when selling item