Import CSV data directly into Xero.
CSVbox maps your users’ spreadsheet columns to Xero records, validates every row, and creates clean contacts, invoices, or bank transactions in your Xero organisation. No reformatting, no failed imports, no manual data entry.
- Validated data only
- Column mapping included
- SOC 2 Type II + GDPR
Xero’s built-in import templates are rigid — columns must match Xero’s exact format, dates and amounts must be formatted just so, and a single malformed row can fail the entire import with a cryptic error. For accountants and business users importing contacts, invoices, or transactions from another system, that means hours of manual cleanup.
CSVbox puts a proper import layer in front of Xero:
- Fuzzy column mapping — AI-assisted matching maps uploaded headers to Xero fields, even when names don’t match Xero’s template exactly.
- Inline error correction — Validation catches bad dates, amounts, and missing fields before they reach Xero. Users fix errors inline; Xero receives only clean records.
- Type-aware formatting — Dates, currency amounts, and tax rates are normalized to the formats the Xero API expects.
How It Works
- 1Connect Xero
In the CSVbox dashboard, go to Destinations → Xero. Authenticate with your Xero account and authorize the organisation you want to import into.
- 2Select the record type
Choose what you’re importing — Contacts, Invoices (sales or bills), or Bank Transactions. CSVbox reads the relevant Xero fields for that record type.
- 3Map fields
Map your CSVbox schema fields to Xero fields. Auto-suggest handles common naming variations; confirm or override, and skip any fields you don’t need.
- 4Embed and ship
Add the CSVbox widget to your app. Users upload their files; validated records are created in your Xero organisation automatically.
Supported Xero Records
| Xero Record | Supported |
|---|---|
| Contacts | Yes |
| Sales invoices (Accounts Receivable) | Yes |
| Bills (Accounts Payable) | Yes |
| Bank transactions | Yes |
| Credit notes | Yes |
| Manual journals | Yes |
| Items (products & services) | Yes |
| Tracking categories | Yes (as fields on supported records) |
| Attachments | No |
Common Use Cases
Help new customers move their contacts and open invoices into Xero from a QuickBooks, FreshBooks, or spreadsheet export.
Import a batch of sales invoices or bills from a billing system export without entering each one by hand.
Load a full customer or supplier list into Xero at setup, with email, address, and tax details validated up front.
Bring in bank transactions or expense lines from a CSV export on a regular schedule, validated before they hit your books.
Frequently Asked Questions
Which Xero plans does CSVbox work with?
CSVbox uses the Xero API, which is available on all standard Xero subscriptions. Standard Xero API rate limits apply and may pace very large imports.
How are dates and currency amounts handled?
CSVbox normalizes dates from common formats (and Excel serial numbers) and parses currency amounts before sending them to Xero, so imports don’t fail on formatting mismatches.
Can CSVbox match invoices to existing contacts in Xero?
Yes. When importing invoices, CSVbox matches each row to an existing Xero contact by name or account number, and can create the contact if no match is found — configurable in your schema.
What happens to rows that fail validation?
Failed rows surface in the importer UI for the user to correct inline. They never reach Xero — only valid, properly formatted records are created.
Does CSVbox store my Xero credentials?
CSVbox authenticates with Xero via OAuth. Tokens are stored encrypted at rest and scoped to the organisation you authorize; you can revoke access from your Xero account at any time.