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 [email protected].
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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Please find the Receipts template attached here for your reference:
