Import or export report codes for your practice's report templates

Import report codes into other Xero organizations in your practice by exporting a CSV file from the Report Codes screen.

Only Xero partners can use or import report codes.

Export report codes

  1. Go to the client's organization you want to export report codes from.
  2. In the Settings menu, select General Settings.
  3. Under Reports, select Report Codes.
  4. Click Export.
  5. Open or save the downloaded CSV file from your browser.

Import report codes

When you import, Xero looks for a match on both the account code and the account name. If both match, Xero will update the mapping for that report code.
  1. Go to the client's organization you want to import report codes into.
  2. In the Settings menu, select General Settings.
  3. Under Reports, select Report Codes.
  4. Click Import.
  5. Click Browse.
  6. Browse for and open the CSV file from your computer.
  7. Click Import.