Data Administration

Import Utilities

1

• Xero Import Utilities

Import Basics

2

• Sequence for Imports
• Locating IDs

Import Customers & Contacts

2

• Customers Import
• Contacts Import

Import Products & Plans

2

• Products Import
• Plans Import

Import Subscriptions

2

• Evergreen Subscriptions Import
• Termed Subscriptions Import

Import Advanced Subscriptions

3

• Gift Subscriptions Import
• Trial Subscriptions Import
• Paused, Expired & Canceled Subscriptions Import

Import Invoices & Transactions

3

• One-Off Invoices Import
• Recurring Invoices Import
• Transactions Import

Import Usages

1

• Usages Import