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How to export invoice data and import it into Xero
How to export invoice data and import it into Xero

Import your invoice data into Xero

Max Franke avatar
Written by Max Franke
Updated over 3 months ago

Request offers an Xero-optimized CSV that you can generate and use to import your invoice data into Xero quickly.

To import other data into Xero, refer to these resources:

How to import invoices into Xero

Exporting invoices from Request

  1. Log into Request

  2. Navigate to the Invoices menu

  3. Click on the meatballs icon "..." (see image below)

  4. Click on Download CSV

  5. Select Xero-optimized CSV

  6. Click on Download

  7. Once downloaded, fill in the AccountCode column for each invoice. The column refers to the account name from your Chart of Accounts set up in Xero here.

  8. If applicable: in the Currency column, check if there are fiat currencies you're not using in Xero or cryptocurrencies.

    • Fiat currencies have to be added to Xero before they can be imported

    • Cryptocurrencies have to be converted to fiat since Xero does not support them natively. Don't forget to adjust the amounts (UnitAmount and TaxAmount column) too, if needed.

Click on the meatballs icon to download a CSV for QuickBooks

Preparing your invoices CSV for Xero

Requirements before you can import invoices in Xero:

  • If not already done: in the downloaded CSV from Request, fill in the Account column (see step 7 above).

  • If not already done: add missing fiat currencies to Xero and convert amounts with cryptocurrencies (see step 8 above).

Importing your invoices CSV into Xero

  1. Log into Xero

  2. Follow the instructions to import your prepared CSV

    • When asked "Would you like to update contact address details?", choose what works for you

    • When asked "Is the UnitAmount field tax inclusive or exclusive?", make sure that "Tax Exclusive" is selected

  3. Once successfully imported, you will find your invoices as drafts in Business > Invoices

Troubleshooting

"Unable to retrieve valid currency conversion rate" error

You're likely getting this error because your CSV includes currencies that Xero doesn't recognize. In the case of fiat currencies, add missing fiat currencies to your Xero account first before trying to import the CSV again. You can do that in Xero by clicking on your company name and Settings > Currencies > Add a currency.

Xero does not support cryptocurrencies. Invoices denominated in cryptocurrency have to be converted to fiat (see step 7 here).

The tax amounts in the CSV don't show up in Xero

If the tax amounts provided in the CSV aren't imported into Xero, you likely didn't fill in the AccountCode column. Please fill the column and try again (see step 7 here).

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