How to Import Products/Services into Xero

Andrew Francis Etto

Modified on: Sun, 1 Sep, 2024 at 7:24 PM

You can import Products/Services 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 Items into Xero

To import Items 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 Item that you want to import.

Step 3: Select Item as the Xero entity.

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

Step 5: Click Import and your Item 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]

Field Name	Format	Description
Item Name	150 Characters	Name of Item
Item Code	30 Characters	User-defined alpha-numeric code for Item
Inventory Asset Account	Character	Inventory account name for the item
Is Tracked As Inventory	Boolean	True if the item is tracked as inventory
Is Purchased	Boolean	If the item is for purchasing, set the value as “True”
Is Sold	Boolean	If the item is for sales, set the value as “True”
Purchase Unit Price	Decimal	Purchase unit price for the item
Purchase Account	Character	Purchase account for the item
Purchase Description	Character	Purchase description for the item
Purchase Tax Type	Character	Purchase tax type for the item
Cost of Goods Sold Account	Character	Account used for inventory purchase
Sales Unit Price	Decimal	Sales unit price for the item
Sales Account	Character	Sales account for the item
Sales Description	Character	Sales description for the item
Sales Tax Type	Character	Sales tax type for the item

Price List Item with Code already exists

A product/service already exists in Xero with the given "Item Code". To save a new Item, please change the "Item Code".

Click here to start a Free Trial

Please find the Products/Services template attached here for your reference: