Import journals into Xero

You can import journals (manual journals) 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.

Here is a description of the fields that you can import on a journal

Xero field	Type	Description
Narration	Str	Description of the journal being posted, also used to group batch journals together
Date	Date	Date the journal was posted in the format YYYY-MM-DD
Status	Enum	Status of the journal (DRAFT, POSTED, DELETED, VOIDED)
Url	URL	Url link to source document
Line Amount Types	Enum	Whether the amounts are including or excluding tax, possible values are NoTax, Exclusive or Inclusive
Line Amount	AMT	Total for line, Debits are positive, Credits are negative
Line Account Code	Str	User defined alpha numeric account code e.g 200 or SALES
Line Description	Str	Description for a journal line
Line Tax Type	Str	Tax Code for the line (eg INPUT, OUTPUT, NONE)
Tracking Name 1	Str	Name of the first Tracking Category (ie Region as shown in above image)
Tracking Option 1	Str	Value for the first Tracking Category
Tracking Name 2	Str	Name of the second Tracking Category (ie Sales Rep as shown in above image)
Tracking Option 2	Str	Value of the second Tracking Category

Article ID: 203, Created: 11/22/2012 at 3:11 AM, Modified: 7/9/2020 at 2:01 AM