Xero Import

One-time migration of contacts, invoices, bills, and bank statements from Xero CSV exports

1. Pick a CSV type

Different Xero exports map to different tables.

2. Pick a target brand

All imported records will be assigned to this brand. Run the import once per brand if you have data for multiple.

Brand

3. Upload the CSV

Duplicates are skipped (contacts: same email; invoices: same invoice number; bank statements: detected by date+amount). Imports are non-destructive — re-run safely if needed.

Click to choose a CSV file

Will import as Contacts → AI to the World

Recommended migration order

Contacts first so invoices and bills can match against existing customers.
Sales Invoices next — they reference contacts.
Billsafter that — go straight into the expenses table. Tries to match Xero AccountName to your expense categories; unmatched bills land in an "Imported (uncategorised)" category for you to recategorise via the expense edit page.
Bank Statement last — only needed for the period before you turn on the live Wise/Payoneer importers. After that, the hLedger backend pulls bank data automatically every 4 hours.