Xero help

How does a Xero user upload csv data for new vendor records

To upload CSV data for new vendor records in Xero, a user needs to follow

these steps:

1. Log in to Xero and go to the "Contacts" tab.

2. Click on the "Import" button and select "CSV file".

3. Choose the CSV file that contains the vendor data and map the fields to the

appropriate Xero fields.

4. Review the mapping and make any necessary changes.

5. Click "Import" to upload the data to Xero.

6. Once the import is complete, the new vendor records will be added to Xero.

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It's important to ensure that the CSV file is formatted correctly and contains all the necessary information for the new vendor records. 

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Xero provides templates for vendor data that can be downloaded and used to ensure the

correct format. 

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Additionally, it's important to review the imported data for accuracy and completeness to avoid any errors or discrepancies in the vendor records.

How does a Xero user upload csv data for new AP invoice records

To upload CSV data for new AP invoice records in Xero, a user can follow

these steps:

1. From the Xero dashboard, click on the "Accounts" tab.

2. Click on the "Purchase" tab under the "Accounts" heading.

3. Select "Import" from the options menu.

4. Click on the "Browse" button to select the CSV file containing the invoice data.

5. Map the fields in the CSV file to the appropriate fields in Xero.

6. Verify the data and make any necessary adjustments.

7. Click "Import" to upload the data into Xero.

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Once the data has been uploaded, Xero will create new AP invoice records based on the information in the CSV file. Users can then review and manage these invoices from the "Purchase" tab. 

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It's important to note that the CSV file must be formatted correctly for the upload to be successful, and any errors in the data may result in failed uploads or incorrect invoice

records.

How does a Xero user upload new paid status AP invoices

To upload new paid status AP invoices in Xero, a user can follow these

steps:

1. Go to the "Accounts Payable" section of the Xero dashboard.

2. Click on "New Invoice" button.

3. In the "Invoice Details" section, fill in the necessary details like invoice number, invoice date, due date, and payment terms.

4. In the "Line Items" section, add the details of the invoice items like quantity, price, and tax information.

5. Click on the "Save" button to save the invoice as a draft.

6. Once the invoice has been saved as a draft, click on the "Options" button

and select "Upload Payment".

7. Select the appropriate bank account and payment date.

8. Click on the "Choose file" button and select the CSV file containing the payment details.

9. Map the payment columns in the CSV file to the corresponding payment fields in Xero.

10. Click on the "Import" button to upload the payment and mark the

invoice as paid in Xero.

It's important to ensure that the CSV file is in the correct format and contains accurate payment details to avoid any errors in the upload process.