You can import Receive Money from text files or Excel spreadsheets directly into Xero using SaasAnt Transactions (Online) software.
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 Receive Money into Xero
To import Receive Money 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 Receive Money that you want to import.
Step 3: Select Receive Money as the Xero entity.
Step 4: Set up the mapping of the columns in your Receive Money import file to the corresponding fields in Xero.
Step 5: Click Import and your Receive Money 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@example.com.
SaasAnt Transactions (Online) Fields
Possible Failures & Troubleshooting Tips
Email Address is invalid.
Kindly verify the given email address format. It should be in firstname.lastname@example.org format.
Unit Price is missing in the request.
The Line Item unit price is missing for the particular line item.
Date is missing in the request.
The Date is missing for the transaction.
Quantity is missing in the request.
The Line Item quantity is missing for the particular line item.
Account is missing in the request.
The Line Item account is missing for the particular line item.
Bank Account is missing in the request.
The Bank Account 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.
No matching reference found for this customer.
There is no match found for the given Customer Name.
Please enable the "Auto Creation of List Entities (Customer)" feature in import settings to create the customer automatically.
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