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Import invoices or contacts from a file

Bring invoices, customers, suppliers and products across from another system with a CSV file.

  1. Export CSV
  2. Import
  3. Check drafts
  4. Approve

Moving from another system? Export a CSV (a spreadsheet file) from there and bring it in here. Bring contacts across first, then invoices.

How do I import contacts?

  1. Open Contacts and choose Import or export contacts.
  2. Choose Import contacts.
  3. Drop in your CSV and choose Import.

Only a contact name column is required. A row with a name you already have updates that contact instead of adding a second one.

How do I import invoices?

  1. Open SalesInvoices and choose Import.
  2. Drop in a CSV in Xero's layout, one row per invoice line.
  3. Under Amounts in the file are, say whether prices include tax.
  4. Choose Import invoices.
  5. Choose Review drafts, check them and approve.

Invoices come in as drafts, and customers that aren't in Billbook yet are added for you. Rows with the same invoice number become one invoice.

Does importing count towards my plan?

Yes. Imported invoices count towards the 10 a month on the Free plan. If a file has more than you have left, nothing is imported, so you never end up with half a year. The Pro plan has no limit.

Can I import products too?

Yes. Open SalesProducts & services, choose Import or export products, then Import products & services.

Every list has an export too, so you can take a CSV back out at any time.

Next

Add and manage customers, suppliers and contacts

Keep one list of the people you sell to and buy from, with their terms, details and money on account.

Save products and services you sell often

Save an item once so its price, account and tax fill in on every invoice and bill.

Something wrong on this page? Tell us

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Change or void

Fix a draft, void an approved invoice, or delete one you don't need.

Projects

Log time, tag bills and invoices to a job, and see whether it's making money.

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How do I import contacts?How do I import invoices?Does importing count towards my plan?Can I import products too?Next