You can import Manual Journals from Excel spreadsheets or text files directly into using the SaasAnt Transactions (Online) application.

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 Manual Journal into Xero

To import Manual Journals 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 Manual Journal that you want to import.

Step 3: Select Manual Journal as Xero entity.

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

Step 5: Click Import and your Manual Journal 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

Possible Failures & Troubleshooting Tips

Line Amount is missing in the request.

The Line amount is missing for the particular line item.

Date is missing in the request.

The Date is missing for the transaction.

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.

The Line Amount must be tallied.

Please tally the line amounts in Line Item Amount Field for Debits & Credits corresponding to each entry.

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Please find the Manual Journals template attached here for your reference: