How to Import Expense Claims into Xero

Andrew Francis Etto

Modified on: Sun, 1 Sep, 2024 at 7:22 PM

You can import Expense Claims 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 Expense Claim into Xero

To import Expense Claims 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 Expense Claim that you want to import.

Step 3: Select Expense Claim as the Xero entity.

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

Step 5: Click Import and your Expense Claim 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 support@saasant.com.

SaasAnt Transactions (Online) Fields

Field Name	Format	Description
Receipt Number	Characters	Reference number for the transaction. By default, this number is used only within SaasAnt Transactions, and Xero auto-generates a new number.
User Name	Characters	Name of the user

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Please find the Expense Claims template attached here for your reference:

Reference number for the transaction. By default, this number is used only within SaasAnt Transactions, and Xero auto-generates a new number.