Import Accounts into Xero fast and easy, using Business Importer.

How to import Accounts into Xero with Business Importer in 5 simple steps

To import Accounts into Xero, please, follow 5 simple steps:

1. Sign in to Business Importer and connect it to Xero.

To connect Business Importer and Xero go to:

Accounts – Add company – Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

3. Choose the list in your Excel, which contains Accounts you want to import into Xero. Click on the Next button.

4. Select Company (you want to import to) and Entity (Accounts), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

*Xero labels – Xero fields at Accounts that are required to be filled in.

**Your labels – your spreadsheet columns containing all information on Accounts you want to import into Xero.

5. Review* if the information is entered correctly and click on the Next button.

*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.

Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.

Check out your Accounts import into Xero result in your e-mail or in the Scheduled imports tab.

 

Or check out the results  at your Xero account.

How-to Guide – How to import Accounts into Xero

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Accounts, Purchase Orders, Invoices, Bills, Manual Journals, Bank Transactions, Receipts, Credit Notes, etc. you want to import into Xero.

Xero Field	Business Importer Name	Description	Example
Code	Code	Customer defined alpha numeric account code e.g 200 or SALES	200
Name	Name	Name of Accounts.	Business bank account
Type	Type	Type of Accounts.	Bank
Bank Account Number	Bank Account Number	For bank accounts only (Account Type BANK)	090-8007-006543
Description	Description	Description of the Account. Valid for all types of accounts except bank accounts	Main account
Enable Payments	Enable Payments	Describes whether account can have payments applied to it. Valid values: true or false.	true
Show In Expense Claims	Show In Expense Claims	Describes whether account code is available for use with expense claims. Valid values: true or false.	true
Status	Status	ACTIVE or ARCHIVED	ACTIVE
Tax Type	Tax Type	Define a tax type: Tax on Purchases, Tax Exempt, Tax on Sales, Sales Tax on Imports (for US).	Tax on Purchases

Check out the Accounts’ import results

There are 5 types of import results.

Errors in the Accounts import into Xero

The most common errors and the ways to solve them.
There are 4 the most common errors made by our clients when they import Accounts into Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem	Error occurs	Solution	Correct example
No Type of Account field in your list.	Required field Type is NULL	Please, provide a type of account for your account. Valid Values: Bank, Current Assets, Fixed Assets, Inventory, Non-current Assets, Prepayments, Liabilities, Current Liabilities, Liabilities, Non-current Liabilities, Expenses, Depreciation, Direct Costs, Expenses, Overheads, Equity, Revenue, Other Income, Revenue, Sales.	Bank
The same account has already been created.	Please enter a unique Code. Please enter a unique Name.	Please, provide a unique account name and code.	640
Invalid tax type for this account.	TaxType cannot be supplied.	Please, provide a valid tax type.	INPUT
Invalid Status type.	Status can only be set to ACTIVE.	Please, provide a valid status.	ACTIVE

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 469 629-7891 or write to support@cloudbusinessltd.com.