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How to Import Receipts into Xero


You can import Receipt 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 Receipt into Xero

To import Receipts 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 Receipt that you want to import.


Step 3: Select Receipt as the Xero entity.


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


Step 5: Click Import and your Receipt 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

Contact

Characters

Name of the customer

User Name

Characters

First name of the User, available in this Xero organization

Receipt Date

Date

Date when the Receipt is issued

Reference Number

Characters

Additional reference number

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. 

Tax Type

Character

Tax Type of the Receipt

Line Item

50 Characters

Item Name

Line Item Description

4000 Characters

Item Description

Line Item Quantity

Decimal

Number of items for the line

Line Item Unit Price

Decimal

Unit Price of the item for the line

Line Item Account

150 Characters

Item Account

Line Item Tax Rate

255 Characters

Item Tax Rate

Address Line 1

500 Characters

First line of the Customer address

Address Line 2

500 Characters

Second line of the Customer address

Address Line 3

500 Characters

Third line of the Customer address

Address Line 4

500 Characters

Fourth line of the Customer address

City

255 Characters

City of the Customer address

Postal Code

50 Characters

Postal Code of the Customer address

Country

50 Characters

Country of the Customer address

Email

255 Characters

Email address should be in a valid format

Tracking Category 1

Characters

Tracking Category name 1

Tracking Category Option 1

Characters

Tracking Category Option name 1

Tracking Category 1

Characters

Tracking Category name 2

Tracking Category Option 1

Characters

Tracking Category Option  name 2



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