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How to Import Products/Services into Xero


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 support@saasant.com


SaasAnt Transactions (Online) Fields

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

 

Possible Failures & Troubleshooting Tips


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".

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