In order to upload data into Xero, you need to be logged in into current Xero organization.
Upload functionality is built on top of Xero API functionality and utilize the structures that Xero API supports.
The easiest way to map your data to Xero object fields is to go to Get Accounting Data and pull the headers for Xero object that you would like to update. This gives you the structure that can be easily mapped and post into Xero.
As our unique feature we also support custom field mappings. There are no restrictions on how your input DataSet headers are named. If any mandatory fields during the upload process are missed, you would be notified with the error message. For your convenience, we provide data types and values in case Xero object field has fixed values such as “status”, “type”, etc. Please note that majority of fixed values have the internal Xero format and they are different from Xero user interface values.
When all data is in place, you need to select rows that you want to upload. (Notice: you do not need to select all data area).
The next step in the upload process is to bring the Upload Data window dialog up. You should still be able to change your selection(s) if you need to. Select the Xero object where you want to upload your data and select the operation. G-Accon for Xero supports insert and update operations.
Xero supports soft delete which means if you update the objects with “DELETED” status the object will be deleted.
Bank Transactions, Bank Transfers, Payments, Linked Transactions have only insert operation.
The address of the First Cell in Range identifies a top left corner of the DataSet and needs to be set up in case the data is not starting from A1, for example, in our case we have A2. Result Column position is used to set the position of upload results. Where Id is object id, Success will be true in case operation was fulfilled successfully, Created will be true in case insert was successfully, Error displays a error in case error happens and Timestamp is the time when operation was performed.
Fields in Xero table display the list of available Xero fields that can be entered or updated. It is Xero object fields and cannot be changed. The goal is to map DataSet headers to those Xero object fields. We provide field data type and discrete values.
Column mapping contains the headers of your DataSet.
Please drag a field from Fields in Xero table above and drop on the column you want to map it to.
If you would like to save the created template press “Save Template” if you wish to upload data press “Execute and Save Template” the template will be saved automatically.
Please scroll your sheet to Result Column to see insert/update results