Use Xero & EasyCSV Together

Connect Xero to EasyCSV & Getting Started Vide

How to connect Xero to EasyCSV

1. Log into EasyCSV
2. Create a new sheet import page on EasyCSV.io using an example CSV file or Google Sheet of what you want to import into Xero (shown how-to in video above).
3. After the page is created, click the "Connect Xero Account" button or go into Sheet Details to connect your account.
4. Then follow the directions below to map spreadsheet columns to the correct fields in Xero.

How do I map spreadsheet column names to Xero columns?

Use the EasyCSV feature: "Field Mappings". You will find it at the top of your sheet import page if you are logged into EasyCSV and are the admin.

For each Xero field you want populated create a new field mapping.

Select the column value you want pushed into a specific Xero fields for invoices and more.

How to import Items (Products & Services) into Xero in Bulk

EasyCSV alows many more items and rows per file Xero's native CSV import which is limited to 3000. If you need a higher row count per file than our base plans please reach out to EasyCSV support.

How do I re-authorize / re-connect my Xero Account to EaysCSV?

Click here to reconnect Xero to EasyCSV

How do I disconnect my Xero Account from EaysCSV?

1. Navigate to one of your EasyCSV Flows using your Xero Connection
2. Click the "Import Data Flow" link at the top
3. At the bottom of the Import Flow view, where the options for sending data to Xero are visible, there is a link below the Xero account being used titled "disconnect tenant from EasyCSV"
4. Click the "disconnect tenant from EasyCSV" link to disconnect. If you do this you will need to reconnect your Xero account to EasyCSV if you need to make more EasyCSV Flows for Xero.

EasyCSV <-> Xero Data Flow

EasyCSV	→	Xero
CSV or XLSX rows	→	Create Invoices (w/ Contacts & Items/Products)
CSV or XLSX rows	→	Create Credit Notes (w/ Contacts)
CSV or XLSX rows	→	Create Bills (Accounts Payable Invoices)
CSV or XLSX rows	→	Manual Journal Entries
CSV or XLSX rows	→	Create and Update Contacts

Additional FAQs

What doesn’t your integration do?
At this time we only create Invoices, Contacts, Credit Notes, Bills, and Manual Journal Entries as well as their supporting objects like Contacts and Items/Products. We don't support other Xero objects. If you need EasyCSV to create other objects please contact us via chat or email and we can help.

When and how does data sync occur? Is it manual or automatic?
EasyCSV helps you push data from CSV or XLSX files to Xero. You can do this manually by selecting files to upload form your computer or emailing them to EasyCSV. We can also automate fetching of files from FTP, Google Drive, Amazon S3, Dropbox, Microsoft OneDrive, and more!