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How to Import Invoices to Xero

Importing invoices into Xero allows you to seamlessly bring invoice data exported from Cerely into your accounting software for payment tracking, reconciliation, and reporting. Follow these steps to import invoices exported from Cerely into your Xero accounting system.

            Here is our video link for Import Invoices to Xero:  How to Import Invoices to Xero

            1. Log in to your Xero accounting software

            2. In the main menu select Business and then choose Invoices

            3. Click the Import button in the top right hand corner

            4. Choose Browse then upload the invoice file you exported from Cerely 

            5. Click Continue, to preview and review the invoices 

            6. Confirm that all fields (e.g., Contact Name, Invoice Date, Due Date, Amount) are correctly mapped

            7. Click Complete Import 

            8. Your imported invoices will now appear in Drafts within Xero for your final review and approval

             

            Important: Ensure the Client Name (Parent Company) or Site Name in Cerely matches exactly with the corresponding record in Xero. Any differences in spelling, spacing, or punctuation may cause import errors or rejected invoices.

            Your invoices are now successfully imported into Xero.