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:
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How to import invoices into Xero
Exporting invoices from Request
Log into Request
Navigate to the Invoices menu
Click on the meatballs icon "..." (see image below)
Click on Download CSV
Select Xero-optimized CSV
Click on Download
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.
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.
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
Log into Xero
Click on Business > Sales Overview > Import
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
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).
Having issues? Refer to Xero's help article for importing invoices or contact [email protected].