SaasAnt Transactions is an effective import tool that can import your text files or Excel spreadsheets directly into Xero. A click of a button can bring your Sales, Invoices, Customers, Payments, and much more into Xero in a snap. Here is how to do it.
TABLE OF CONTENTS
- Getting Started
- How to Import Data?
- Supported File Formats
- Supported Xero Entities
- How to Disconnect SaaSant Transactions?
To import countless transactions into Xero with just one click, you have to connect your Xero account with SaasAnt Transactions. For that, you will need to have an active Xero account, a supported browser page, and Xero login credentials as a master administrator.
Step 1: Log in to your Xero account.
Step 2: Navigate to Xero App Marketplace.
Step 3: Search for ‘SaasAnt Transactions’ using the search bar and click the ‘Get this app’ button.
Alternatively, you can use this direct link to get started - https://apps.saasant.com/eti-importer-login/index.html.
Step 4: You will be redirected to our application. Sign in with your Xero credentials.
Step 5: A Xero pop-up screen will appear. You need to grant access by clicking the "Allow Access" button.
Once the connection is established, you will receive a success message on your screen.
You can use PayTraQer free for the first 30 days with our free trial.
How to Import Data?
Importing piles of transactions from a text file or Excel Spreadsheet into Xero is now a matter of seconds using SaasAnt Transactions. Read on to know-how.
Step 1: Click on the ‘New Import’ menu.
Step 2: Click the ‘Browse File’ button and select the file you want to import from your computer.
Alternatively, you can drag and drop the files here. Multiple files can also be uploaded.
Step 3: Choose the desired sheet and the respective Xero entity from the drop-down menu.
Step 4: SaasAnt Transactions will automatically map your fields if you have uploaded files based on our recommended template. You have to manually map the fields. If you have opted for any other formats.
Step 5: Hit the ‘Import to Xero’ button, once the mapping is done.
All the transactions in the selected file will be imported intact into your Xero account.
The progress bar will tell you the status of your import.
Supported File Formats
The following file types are supported.
Text File (.txt or .csv) (Only Comma Separated delimiter supported)
Excel Workbook (.xlsx)
The following Excel Versions are supported.
Supported Xero Entities
SaasAnt Transactions supports all entities supported by Xero. Here is the list of supported Xero entities.
Customer Transactions - Invoices, Payment, Quote, Customer Credit Note, Receive Money
Supplier Transactions - Bills, Spend Money, Expense Claim, Receipt, Purchase Order, Supplier Credit Note
Lists - Chart of Accounts, Contact, Product/Service, Tax Rate
Other Transactions - Bank Transfer, Manual Journal
How to Disconnect SaaSant Transactions?
If you find yourself needing to disconnect SaasAnt Transactions from your Xero account, you can do it right away.
Navigate to the gear icon in your SaasAnt Transactions screen.
Select the Billing menu.
Hit the ‘Disconnect from Xero’ button to terminate your connection.
Please drop us a line at email@example.com or reach +1 (619) 377-0977 if you have any questions. We are happy to help you at every inch of the process