Knowledge Base

 
 

Version 7, 2019

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Manual Xero import


On this page:

This page includes details on how to use Xero Import function to import Clients (Contacts), Items (Products & Services), Sales and Payments in the event that the Xero API connection is unavailable.
 
Before you start:
  • Ensure that all the set up options on the page Setup for Xero Export have been followed.
  • Any Clients with the same name should have an identifier added to their name e.g. John Smith 1 as Xero requires the Contact Name to be unique.
  • These instructions are dependent on the Xero import files not changing.
  • Payments are only able to be imported via your bank statement and manually matched with an Invoice.
 

Export your data out of Bp Allied

 

Modify the Bp Allied exports for Import into Xero

The data required for the Manual import is slightly different than that required for the API that the Xero Export screen is used for, so some data manipulation is required. Below is some information to help you through this.
 
Exporting Clients (Contacts) ready to import into Xero
  • When you save this as a CSV file - the second sheet and all your formulas will not be saved as they can not form part of a CSV file. The data you have copied into the Contacts worksheet will be saved.
  • If you want to save your workings then save a copy of the spreadsheet as an XLSX file.
13. Your file is now ready for importing into Xero from the Contacts > Import page.
14. Follow Xero's import instructions.
 
Exporting Products and Services (Items) ready to import into Xero
  • When you save this as a CSV file - the second sheet and all your formulas will not be saved as they can not form part of a CSV file. The data you have copied into the Contacts worksheet will be saved.
  • If you want to save your workings then save a copy of the spreadsheet as an XLSX file.
11. Your file is now ready for importing into Xero from the Contacts > Import page.
12. Follow Xero's import instructions.
 
Exporting Sales (Invoices) ready to import into Xero
  • When you save this as a CSV file - the second sheet and all your formulas will not be saved as they can not form part of a CSV file. The data you have copied into the Contacts worksheet will be saved.
  • If you want to save your workings then save a copy of the spreadsheet as an XLSX file.
11. Your file is now ready for importing into Xero from the Sales overview > Import your sales invoices page.
12. Follow Xero's import instructions.