Import bills into Xero fast and easy using Business Importer.
How to import Bills into Xero with Business Importer in 5 simple steps
To import Bills into Xero, please, follow 5 simple steps:
1. Sign in to Business Importer and connect it to Xero.
To connect Business Importer and Xero go to:
Accounts – Add company – Xero
2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.
3. Choose the list in your Excel, which contains Bills you want to import into Xero. Click on the Next button.
4. Select Company (you want to import to) and Entity (Bills), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.
*Xero labels – Xero fields in Bills that are required to be filled in.
**Your labels – your spreadsheet columns containing all information on Bills you want to import into Xero.
5. Review if the information is entered correctly and click on the Next button.
Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.
Check out your Bills import into Xero result in your e-mail or in the Scheduled imports tab.
Or check the results out at your Xero account.
How-to Guide – How to import Bills into Xero
Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Invoices, Bills, Purchase Orders, Receipts, Credit Notes, etc. you want to import into Xero.
Here is a small table that will help you to prepare your Excel properly and create correct mapping:
|Xero Field||Business Importer Name||Description||Example|
|Supplier name||Supplier name||Name of supplier||7-Eleven|
|Currency Code||Currency Code||3 letter alpha code for the currency. Example: USD, NZD, EUR, etc.||USD|
|Currency Rate||Currency Rate||Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency.||0.7500|
|Bill date||Date||Date format: dd/MM/yyyy, e.g. 20/05/2015.You can change it on Settings page.||20/05/2015|
|Due date||Due date||Date when the payment of the transaction is due. Date format: dd/MM/yyyy, e.g. 20/05/2015. You can change it on Settings page.||20/05/2015|
|Bill number||Bill number||Provide a Bill number.||B-0078|
|Line Amount Types||Amounts are||Line amounts are exclusive of tax by default if you don’t specify this element. Valid values: Exclusive, Inclusive, NoTax.||Inclusive|
|Planned payment date||Planned payment date||Date format: dd/MM/yyyy, e.g. 20/05/2015.You can change it on Settings page. Shown on bills (Accounts Payable) when this has been set.||20/05/2015|
|Sent to contact||Sent to contact||The Bill in the Xero app should be marked as “sent”. This can be set only on bills that have been approved. Valid values: true or false.||false|
|Status||Status||Bill status code. Valid values: DRAFT, SUBMITTED, AUTHORISED, DELETED.||SUBMITTED|
|Url||Url||Please, provide a valid URL, associated with the transaction.||http://cloudbusinessltd.com/|
|Line||Line: Account Code||Provide an alpha numeric account code e.g 200 or SALES||200|
|Line: Description||Free form text description of the line item that appears in the printed record. Maximum of 4000 chars.||Golf balls – white 3 pack.|
|Line: Item Code||The Xero generated identifier for a Line: Item.||020812|
|Line: Amount||The amount of the line item. Line: Amount = Quantity * Unit Amount||300.00|
|Line: Quantity||Number of items for the line.||3|
|Line: Tax amount||The tax amount is auto calculated as a percentage of the line amount.||10|
|Line: Tax Type||Define a tax type: Tax on Purchases, Tax Exempt, Tax on Sales, Sales Tax on Imports (for US).||Tax on Purchases|
|Line: Region||Tracking ID||ae777a87-5ef3-4fa0-a4f0-d10e1f13073a|
|Line: Unit price||Unit price of the subject item as referenced by ItemRef.||100.00|
Check out the Bills import results
There are 5 types of import results.
Errors in the Bills import
The most common errors and the ways to solve them.
There are 4 the most common errors made by our clients when they import Bills into Xero. To prevent this happening, we have reviewed all of them and given solutions below.
|Problem||Error occurs||Solution||Correct example|
|Wrong item code (or the code provided doesn’t exist).||Item code ‘TSL – Black‘ is not valid.||Please, provide a valid item code or create a new one in your Xero account.||Create ‘TSL – Black’ code in your Xero account.|
|The Unit Amount is incorrect.||The UnitAmount is mandatory and cannot be derived from the Quantity and LineAmount fileds.||Please, provide the Line: Unit Amount in your Bills.||1000.00|
|The Line Amount t is incorrect.||The LineAmount is mandatory and cannot be derived from the Quantity and UnitAmountfileds.||Please, provide The LineAmount in your Bills.||10000.00|
|Line: Description is empty.||ERROR Bill Bill-018 : The description field is mandatory for each line item.||Please, provide description to the bill.||Golf balls – white 3 pack.|