excel invoices import
Import invoices created in Excel directly into Xero
I currently create my customer invoices in Excel and would like an easier way to import or integrate these invoices directly into Xero.
It would be useful if Xero allowed an Excel or CSV invoice file to be uploaded and automatically create the invoice in Xero, including:
Customer name
Invoice number
Invoice date and due date
Description / line items
Quantity and price
GST / tax rate
Account code
Invoice total
Ideally, the import could remember the column mapping after the first setup, so businesses that already use their own Excel invoice format can continue using it without manually re-entering every invoice into Xero.
This would save a significant amount of time and reduce data-entry errors, especially for businesses that generate multiple invoices using an existing Excel system.
Hi Ruban, this is already possible. 🙂 You can import invoices via a csv file. We have a template that you can download and input your data to. See more on this in our Xero Central article.