SaasAnt Transactions (Online) for Xero provides various import settings that can be customized to suit your data import preferences. These settings help control how data is processed when importing Excel or CSV files into your Xero account.

General Settings

Auto Create List Entities (Customers, Suppliers, Product/Service, Accounts)

If enabled, SaasAnt will automatically create list entities (like customers, suppliers, product/service items, or accounts) in Xero if they are not already available during the import.

Date Format

Specify the date format used in your import file. This ensures dates are interpreted correctly when importing into Xero (e.g., DD-MM-YYYY).

Find Account by Account Code

Enable this setting to allow SaasAnt to identify and map your chart of accounts using the Account Code from your Xero file, rather than the Account Name.

Email the Import Summary Report

If turned on, you will receive an email summary after each import, detailing the number of successful and failed transactions.

Transactions Settings

Assign Transaction Reference Numbers from File

When enabled, SaasAnt will use the reference numbers (like Invoice No., Bill No., etc.) provided in the file. If this is turned off, Xero's default numbering may apply.

Global Tax Calculation

Choose how taxes are calculated for the imported transactions (options will be based on your Xero tax configuration).

Process Each Line as an Individual Transaction

Enable this to treat each row in the file as a separate transaction. Useful when your file contains one transaction per row.

Generate Reference Number if Missing in File

If a reference number is missing in the file, SaasAnt will generate one automatically based on Xero's settings.

Notify Mismatching Amounts in Received Payment and Bill Payment

When enabled, SaasAnt will show an error if there is a mismatch between the payment amount and the corresponding invoice or bill amount.

Contacts Settings

Find Customer by Tax Number

If this setting is on, SaasAnt will use the Tax Number field in your import file to match customers in Xero.

Update Customer / Supplier Address in Xero from File

Enable this option if you want SaasAnt to update customer or supplier addresses in Xero based on the values in your import file.

Send Invoice Emails to Customers after Successful Import/Update

If turned on, SaasAnt will automatically email invoices to customers after they are successfully imported or updated in Xero.

Product / Services Settings

Populate Product/Service Sales & Purchase Description from Xero

Enable this to pull and use the existing sales and purchase descriptions for products/services directly from Xero during import.

Auto Created Product Type

Choose whether auto-created items should be of type Non-Inventory or Service.

Auto-Created Product / Service Income Account

Specify the account name or account code in Xero to be assigned as the Sales (Income) account for any auto-created items.

Auto-Created Product / Service Expense Account

Specify the account name or account code in Xero to be assigned as the Expense account for any auto-created items.

Need Help?

If you have any questions or need assistance with field mapping in SaasAnt Transactions for Xero, feel free to reach out to our support team at:
📧 support@saasant.com