Edit CSV bank statement file import rules

Change the date format or field mapping that Xero uses to import a CSV bank statement file into a bank account. You might need to do this if your dates don’t import correctly, or you want to change how the data maps to the statement fields. Xero will apply the new rules to CSV bank statement imports from now on.

  1. In the Accounts menu, select Bank Accounts.
  2. Find the bank account that you want to edit the CSV bank statement import rules for.
  3. Click Manage Account, then click Edit Account Details.
  4. Click Statement Import Options.

    Change import options

  5. Set up CSV file import rules.
  6. Click Save.

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Import a CSV bank statement file into Xero