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  • Export configuration
  • File

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  1. Moment - By topic
  2. Integrations
  3. File exports
  4. Accounting system

Xero

PreviousVisma.netNextXero templates

Last updated 1 year ago

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The Xero export are based on export template.

Example on template to be used can be found

Export configuration

Configuration of export is to be done following the standard configuration.

Xero has no additional required settings.

File

The file produced is a comma separated CSV file with the following columns.

Description
Comment

ContactName

Name of customer

EmailAddress

Customer email

POAddressLine1

Customer address line 1

POAddressLine2

Customer address line 2

POAddressLine3

Customer address line 3

POAddressLine4

POCity

Customer city

PORegion

POPostalCode

Customer postal code

POCountry

Customer country code

SAAddressLine1

SAAddressLine2

SAAddressLine3

SAAddressLine4

SACity

SARegion

SAPostalCode

SACountry

InvoiceNumber

Invoice number

Reference

Project number + project name

InvoiceDate

Issue date

DueDate

Due date

PlannedDate

Total

Total sum of invoice

TaxTotal

InvoiceAmountPaid

InvoiceAmountDue

InventoryItemCode

Description

Description from invoice line

Quantity

Quantity

UnitAmount

Price from invoice line

Discount

Discount from invoice line

LineAmount

Total invoice line

AccountCode

Financial account

TaxType

VAT percentage

TaxAmount

VAT invoice line

TrackingName1

TrackingOption1

TrackingName2

TrackingOption2

Currency

Currency code from invoice

Type

"Sales Invoice"

Sent

"Sent"

Status

"Awaiting Payment"

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