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How to Import Spend Money into Xero


You can import Spend Money 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 Spend Money into Xero

To import Spend 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 Spend Money that you want to import.


Step 3: Select Spend Money as the Xero entity.


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


Step 5: Click Import and your Spend 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 protected].



SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Reference No

255 Characters

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

Contact

Characters

Name of the customer.

Bank Transaction Date

Date

Date of the transaction.

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

Country Subdivision Code


Country Subdivision Code of the Customer address

E-Mail

255 Characters

Email address must be in a valid format.

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

Tracking Category 1

Characters

Tracking Category name 1

Tracking Category Option 1

Characters

Tracking Category Option name 1

Tracking Category 2

Characters

Tracking Category name 2

Tracking Category Option 2

Characters

Tracking Category Option  name 2

URL

Characters

Should be a valid URL

Tax Type

Characters

Possible Values:
No Tax
Inclusive
    Exclusive

Bank Account

Characters

Name of the Bank to Spend Money

Currency Code

3 Characters

Currency Code for the Spend Money

Currency Rate

Decimal

Currency Rate for the Spend Money

 

Possible Failures & Troubleshooting Tips

Email Address is not valid.

Kindly verify the given email address format. It should be in [email protected] format.

Date is missing in the request.

The Date is missing for the transaction.

Unit Price is missing in the request.

The Line Item unit price is missing for the particular line item.

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.

Click here to start a Free Trial.


Please find the Spend Money template attached here for your reference:

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