# Xero templates

Template examples that can be used as basis for your own

## General settings

| Template name \*            | xero             |
| --------------------------- | ---------------- |
| Datatype to export          | Invoices         |
| File name \*                | xero\_{DATETIME} |
| File type                   | csv              |
| Decimal separator           | dot              |
| Linebreak                   | Windows          |
| Quotes                      | None             |
| If empty field, use quotes? | No               |
| Encoding                    | UTF-8            |

Fields marked with \* can be changed to your own preference.

## Content

Below are two examples for a an Xero export file. They differ in how the date is formatted, other than that it's the same. 

The number of columns and order of columns can not be changed. These are according to the Xero template for file import. 

### UK Date format

```
ContactName,EmailAddress,POAddressLine1,POAddressLine2,POAddressLine3,POAddressLine4,POCity,PORegion,POPostalCode,POCountry,SAAddressLine1,SAAddressLine2,SAAddressLine3,SAAddressLine4,SACity,SARegion,SAPostalCode,SACountry,InvoiceNumber,Reference,InvoiceDate,DueDate,PlannedDate,Total,TaxTotal,InvoiceAmountPaid,InvoiceAmountDue,InventoryItemCode,Description,Quantity,UnitAmount,Discount,LineAmount,AccountCode,TaxType,TaxAmount,TrackingName1,TrackingOption1,TrackingName2,TrackingOption2,Currency,Type,Sent,Status
<#list invoices as i>
<#list i.invoiceLines as il>
#{i.customerName},#{i.supplierEmail},"#{i.customerAddress.addressLine1}","#{i.customerAddress.addressLine2}","#{i.customerAddress.addressLine3}",,"#{i.customerAddress.postalPlace}",,"#{i.customerAddress.postalCode}",#{i.customerAddress.countryCode},,,,,,,,,#{i.invoiceNumber},#{i.orderReference},#{i.issueDate?dd/MM/yyyy},#{i.dueDate?dd/MM/yyyy},,#{i.totalSumIncludingTaxAfterRounding},,,,,"#{il.itemName}",#{il.quantity},#{il.unitPrice},#{il.lineDiscount},#{il.sumNetAmount},#{il.financialAccount.accountNumber},${taxType(il.vatPercentage)},#{il.estimatedInvoiceLineVat},,,,,#{i.currencyCode},Sales Invoice,Sent,Awaiting Payment
</#list>
</#list>

<#function taxType t>
  <#if t == 0>
    <#return 'No VAT'>
  </#if>
  <#return t+'%'>
</#function>
```

### US Date format

```
ContactName,EmailAddress,POAddressLine1,POAddressLine2,POAddressLine3,POAddressLine4,POCity,PORegion,POPostalCode,POCountry,SAAddressLine1,SAAddressLine2,SAAddressLine3,SAAddressLine4,SACity,SARegion,SAPostalCode,SACountry,InvoiceNumber,Reference,InvoiceDate,DueDate,PlannedDate,Total,TaxTotal,InvoiceAmountPaid,InvoiceAmountDue,InventoryItemCode,Description,Quantity,UnitAmount,Discount,LineAmount,AccountCode,TaxType,TaxAmount,TrackingName1,TrackingOption1,TrackingName2,TrackingOption2,Currency,Type,Sent,Status
<#list invoices as i>
<#list i.invoiceLines as il>
#{i.customerName},#{i.supplierEmail},"#{i.customerAddress.addressLine1}","#{i.customerAddress.addressLine2}","#{i.customerAddress.addressLine3}",,"#{i.customerAddress.postalPlace}",,"#{i.customerAddress.postalCode}",#{i.customerAddress.countryCode},,,,,,,,,#{i.invoiceNumber},"#{i.projectNumber} - #{i.projectName}",#{i.issueDate?MM/dd/yyyy},#{i.dueDate?MM/dd/yyyy},,#{i.totalSumIncludingTaxAfterRounding},,,,,"#{il.itemName}",#{il.quantity},#{il.unitPrice},#{il.lineDiscount},#{il.sumNetAmount},#{il.financialAccount.accountNumber},${taxType(il.vatPercentage)},#{il.estimatedInvoiceLineVat},,,,,#{i.currencyCode},Sales Invoice,Sent,Awaiting Payment
</#list>
</#list>

<#function taxType t>
  <#if t == 0>
    <#return 'No VAT'>
  </#if>
  <#return t+'%'>
</#function>

```