Import data into and export data out of Xero

Learn what items and file formats you can import into and export out of Xero.

Your user role will determine which areas in Xero you have access to, to import or export data.

Image showing cross.This page doesn't include information on data exchanges to or from other organisations including:

Import items into Xero using these file formats

Items you can import How to Import file format
    CSV OFX/QIF TXT DOCX
Bank statements

Import a bank statement

Yes Yes    
Budget Import budget Yes      
Chart of Accounts Import Xero COA Yes   Yes  
Contacts Import contacts Yes   Yes  
Fixed assets Import fixed assets Yes   Yes  
Inventory items Import inventory items Yes   Yes  
Invoices, bills and credit notes Import invoices, bills and credit notes Yes   Yes  
Invoice, credit note, statement and purchase order templates Add a branding theme   Yes
Manual journal Import manual journals Yes   Yes  
Paypal statements

Import PayPal CSV

Yes      
Report codes (Advisor role only) Import and export report codes Yes      

Export items out of Xero in these file formats

Items you can export How to Export file format
    CSV/
XLS
Google
Docs
MYE Various PDF TXT
Batch payments Export a batch file       Yes    
Budget Export budget Yes Yes        
Chart of Accounts Export COA Yes          
Contacts Export contacts Yes          
Credit notes Print bulk credit notes         Yes  
GL data Export GL data Yes   Yes     Yes
Inventory items Export inventory items Yes       Yes  
Invoices and bills Print sales invoices or bills         Yes  
Reports Export reports Yes Yes     Yes  
Statements Print bulk statements         Yes  
Report codes (Advisor role only) Import and export report codes Yes          
Items you can export How to Export file format
    BACS CSV/
XLS
Google
Docs
MYE Various PDF TXT
Batch payments Export a batch file Yes Yes     Yes    
Budget Export budget   Yes Yes        
Chart of Accounts Export COA   Yes          
Contacts Export contacts   Yes          
Credit notes Print bulk credit notes           Yes  
GL data Export GL data   Yes   Yes     Yes
Inventory items Export inventory items   Yes       Yes  
Invoices and bills Print sales invoices or bills           Yes  
Reports Export reports   Yes Yes     Yes  
Statements Print bulk statements           Yes  

Export custom invoice, credit note, statement and purchase order templates

If you have created custom templates for these documents, they can be exported to your computer as follows:

  1. Go to Settings > General Settings > Invoice Settings.
  2. Click Download for the theme you want to export. This will download a zip file to your computer containing the custom templates for that theme in DOCX format.
  3. Image showing dowload button for custom templates.