HOW TO IMPORT INTO AND EXPORT FILES OUT OF XERO?
XERO is an accounting and bookkeeping software that plays a great role to keep your business account updated such as making necessary payment and taxes return at the end of the financial year, etc. Along with this, it allows you to access the multitude of its functions, so that you can manage your account as you intend to, this includes bulk upload of transaction details and other data via CSV file or other spreadsheet types.
The experts at XERO Support notify that not every function in XERO allows this type of documents upload but some key areas do allow. Have a look at the brief description discussed below to get this task done.
Suppose you have to export the contacts from the sumo company and then you will import the contacts into Emily flower trial.
- Take your cursor to the Sumo Company dashboard and click “Contacts” > “All Contacts” you can see the list of sample contacts. Click on the “Export” button at the top of the page. Doing so will export all the sample contact into the CSV file.
- It will begin downloading automatically and saved by the name “csv”, open the CSV files in the MS excel when downloading is completed. You can change the file name but make sure that the extension should be .exe.
- Navigate back to the icon of “Emily’s flowers” you can see the entry fields in XERO indicated with asterisks such as *Contact name and email address. Make sure all the option represented with an asterisk is filled.
- Click “Contact” then “All contacts” then click “Browse” button, this will allow you to select all the contacts CSV files that you saved earlier, click “Open” or “Choose”. Make sure, “Ignore empty” filed is selected.
- Click “Import” now, a dialog box will appears which notifies what changes are occurring; if there is an error then this will be rejected. Click “Complete import”. You have done this task now.
FOR HELP, CONTACT PROFESSIONALS AT XERO SUPPORT…….
These sorts of software’ issues are generally complex; so taking assistance from the experts can save your time, money, and aggravation. XERO Tech support is reliable service assists you in every kind of issues that crop up with this application. Just call us via toll-free Xero Support Helpline Number +61-283173394 and get your accounting glitches fix in no time.
- Import Files to Xero
- Export Files From Xero