Xero file upload

Share your Xero data by exporting and uploading a file

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Xero, go to Accounts → Purchases → Bills.
2. Click ⋮ → Export Bills.
3. Click Export.
4. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Xero, go to Contacts → Suppliers.
2. Click ⋮ → Export.
3. Click Export.
4. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Xero, go to Accounting → Reports.
2. Select the Account Transactions report.
3. Set Accounts to Select all.
4. Set the date range to the year to date.
5. Set Grouping/Summarising to None.
6. In the Filter dropdown, set Transaction Type to Spend Money.
7. Click Update to generate the report.
8. Use the Export button in the bottom right and choose PDF.
9. Upload the file using the link provided to you.