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How to Import Manual Journals into Xero


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 support@saasant.com.



SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Narration

255 Characters

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

Manual Journal Date

Date

Date of the transaction.

Description

4000 Characters

Item Description

Account Name

150 Characters

Item Account

Line Amount

Decimal

Item Amount

Tax Rate

255 Characters

Item Tax Rate

Tracking Line 1

Characters

Tracking Line 1 for Line Item

Tracking Line 2

Characters

Tracking Line 2 for Line Item

Tax Type

Characters

Possible Values:
No Tax
Inclusive
    Exclusive

URL

Characters

Should be a valid URL

Status

Characters

The status would be default if the status is not given

 

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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