You can import Supplier Credit Notes 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 Vendor Credit Note into Xero
To import Supplier Credit Notes 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 Supplier Credit Note that you want to import.
Step 3: Select Supplier Credit Note as the Xero entity.
Step 4: Set up the mapping of the columns in your Supplier Credit Note import file to the corresponding fields in Xero.
Step 5: Click Import and your Supplier Credit Note will be directly added to your Xero account.
SaasAnt Transactions (Online) Fields
Possible Failures & Troubleshooting Tips
The currency of the transaction is invalid for the customer/vendor/account.
The given Currency is different from the default currency of the Supplier. Please refer to the Supplier's Currency in Xero & update the same currency in the Currency field.
Email Address is not valid.
Kindly verify the given email address format. It should be in firstname.lastname@example.org format.
Amount is missing in the request.
The Line Item amount is missing for the particular line item.
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.
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 Supplier.
There is no match found for the given Supplier Name.
Please enable the "Auto Creation of List Entities (Customer, Supplier)" feature in import settings to create the customer automatically.
Click here to start a Free Trial.