How To – Import Job Invoices into XERO Online

  • Under the Accounts tab select Sales

  • Click Import

  • What system are you importing from – Xero
  • Would you like to update contact address details – Yes, update contacts with imported address details
  • Is the UnitAmount field tax inclusive or exclusive – Tax Exclusive
  • Click Browse to locate your exported file from CatchData

  • Select the file and click open 

  • Click Import

  • Xero will present the import log before importing to notify you of the successful items and items that will be skipped/ignored.  This allows you to fix up any errors before importing.
  • Once confirmed click Complete Import