Knowledge Base - Help Center

How to Import Data from Xero using the web?

Updated on February 10, 2023

  1. After adding a company and integrating with XERO, click on Make A Scenario button on the upper left.
  2. The Import Data window will appear.
  3. Name your scenario and select your preferred currency.
  4. Set your Cash Threshold (default is set to 0) then Specify your Start Date and End Date.
  5. Click the corresponding toggle button to Include Invoices and Bills.
  6. Click Import Import Now. Note: Make sure to allow pop-ups in your browser for this.