How to Import Data into Xero
Posted by Ngatokorua Elikana, Last modified by Duncan Clarke on 20 December 2017 06:34 PM

Importing Chart of Accounts

  1. Log on to you Xero Account
  2. Go to Setting and Chart of Account
    image2016-8-30 17:0:16.png
  3. Select Import and import the file you exported from Storman
    image2016-8-30 17:3:45.png

    image2016-8-30 17:6:21.png

Your Chart of Accounts are now ready and you may begin importing invoices from Storman

 

Importing Invoices

  1. Go to Accounts and Sales
    image2016-8-30 17:9:27.png
  2. Select Import


  3. Browse for the file you exported from Storman and import into Xero
    image2016-8-30 17:12:12.png

Once the invoices are imported they will be listed as "Draft Invoices" which will need to be approved manually through Xero. This can be done individually or as a group.

 

 

 

 

 

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