How to Import Customer Credit Notes into Xero
January 1, 2025
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 Customer Credit Note into Xero
To import Customer Credit Notes 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 spreadsheet which has the Customer Credit Note that you want to import.
Step 3: Select Customer Credit Note as the Xero entity.
Step 4: Set up the mapping of the columns in your Customer Credit Note import file to the corresponding fields in Xero.
Step 5: Click Import and your Customer Credit Note will be directly added to your Xero account.
Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to [email protected]
SaasAnt Transactions (Online) Fields
Field Name | Format | Description |
Customer Credit Note No | 255 Characters | Reference number for the transaction. By default, this number is used only within SaasAnt Transactions, and Xero auto-generates a new number. |
Contact | Characters | Name of the customer. |
Customer Credit Note Date | Date | Date of the transaction. |
Address Line 1 | 500 Characters | First line of the Customer address |
Address Line 2 | 500 Characters | Second line of the Customer address |
Address Line 3 | 500 Characters | Third line of the Customer address |
Address Line 4 | 500 Characters | Fourth line of the Customer address |
City | 255 Characters | City of the Customer address |
Postal Code | 50 Characters | Postal Code of the Customer address |
Country | 50 Characters | Country of the Customer address |
255 Characters | Email address should be in a valid format. | |
Line Item | 50 Characters | Item Name |
Line Item Description | 4000 Characters | Item Description |
Line Item Quantity | Decimal | Number of items for the line |
Line Item Unit Price | Decimal | Unit Price of the item for the line |
Line Item Discount Percent | Decimal | Item Discount Percentage |
Line Item Account | 150 Characters | Item Account |
Line Item Tax Rate | 255 Characters | Item Tax Rate |
Tracking Category 1 | Characters | Tracking Category name 1 |
Tracking Category Option 1 | Characters | Tracking Category Option name 1 |
Tracking Category 2 | Characters | Tracking Category name 2 |
Tracking Category Option 2 | Characters | Tracking Category Option name 2 |
Tax Type | Characters | Possible values: |
Currency Code | 3 Characters | Currency Code for the Customer Credit Note |
Currency Rate | Decimal | Currency Rate for the Customer Credit Note |
Branding Theme | Characters | Branding Theme for the Customer Credit Note |
Reference No | 255 Characters | Additional reference number |
Possible Failures & Troubleshooting Tips
The currency of the transaction is invalid for the contact.
The given Currency is different from the default currency of the Contact. Please refer to the Contact's Currency in Xero & update the same currency in the Currency field.
Customer Credit Note must be unique: You must specify a different number. This number has already been used.
There is another Customer Credit Note with the same reference number. Please use a different reference number.
Turn OFF “Assign Transaction Reference Numbers" in the Import settings to let Xero automatically assign Customer Credit numbers.
Date is missing in the request.
The Date is missing for the transaction.
Email Address is not valid.
Kindly verify the given email address format. It should be in [email protected] format.
Amount is missing in the request.
The Line Item amount is missing for the particular line item.
Unit Price is missing in the request.
The Line Item unit price is missing for the particular line item.
Quantity is missing in the request.
The Line Item quantity is missing for the particular line item.
One or more transaction lines do not have a tax code. Please assign a tax code for those lines.
You have chosen either Inclusive or Exclusive in the Tax Type, but the Tax code is missing for the line item. Please change the Tax Type to "No Tax" or provide a valid Tax Code for each line item.
No matching reference found for this customer.
There is no match found for the given Customer Name. Please enable the "Auto Creation of List Entities (Customer)" feature in import settings to create the customer automatically.
Click here to start a Free Trial.