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How to Import Chart of Accounts into Xero


You can import Chart of Accounts from text files or Excel spreadsheets directly into Xero using SaasAnt Transactions (Online) software.

 

Pre Requisites

Connect your Xero account to SaasAnt Transactions (Online) App from Xero App Marketplace by clicking the "Get this app" button and get the 30-day free trial [No credit card required]. Alternatively, you can log in with your Xero account directly through this link - https://apps.saasant.com/eti-importer-login/index.html.


Steps to Import Account into Xero

To import Accounts into Xero using the SaasAnt Transactions (Online) application, follow the steps below.

 

Step 1: Click on the "New Import" Menu to upload your file.

 

Step 2: Select your file and the spreadsheet which has the Account that you want to import.

 

Step 3: Select Accounts as the Xero entity.

 

Step 4: Set up the mapping of the columns in your accounts import file to the corresponding fields in Xero.

 

Step 5: Click Import and your accounts will be directly added to your Xero company.

 

Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com


SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Account Name

150 Characters

Name of Account

Account Code

10 Characters

User-defined alphanumeric code for Account

Bank Account Number

Character

Bank Account Number used only when the account type is “Bank”

Bank Account Type

Character

Bank Account Type used only when the account type is “Bank”

Account Description

4000 Characters

Description of Account

Tax Rate

Character

Tax Rate for the Account

Account Type 

Character

Type of Account

Enable Payments to Account 

Boolean

Choose whether the account can have payments applied to it or not

Show in Expense Claim

Boolean

Choose whether account code is available for use with expense claims or not

Currency Code

3 Characters

Used for bank accounts only

 

Possible Failures & Troubleshooting Tips

The given code already exists. Please use a different code.

An account is already available in Xero with the given "Account Code". To save a new account, please change the "Account Code".


The given name already exists. Please use a different name.

An account already exists in Xero with the given "Account Name". If you want to save a new account, please change the "Account Name".


The currency of the transaction is invalid for the account.

The given Currency is different from the default currency of the Customer. Please refer to the Customer's Currency in Xero & update the same currency in the Currency field.


Account type is missing.

The Account type is missing for the Account.


No matching reference found for this Tax rate.

There is no match found for the given Tax rate.  

Please enable the "Auto Creation of List Entities" feature in import settings to create the Tax Rate automatically.

Click here to start a Free Trial.

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