Customers – importing into Xero

Part 1: Generating the Customers Report from Garage Invoice

1. Navigate to Reports:
   • • Open your Garage Invoice system.
     • Go to the Reports section, then select Sales.

   

2. Select the Xero Report:
   • • • Under the section labelled Xero Report, click on Customers.
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3. Manage Large Reports:
   • Note: Xero can only import reports with up to 1,000 lines at a time.
   • If your report exceeds this limit, you’ll need to either:
     • • • Split the report in Excel after export.
         • Adjust the report to show only 1,000 entries at a time and export each page of the report separately.
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4. Export the Report:
   • • • Once your report is ready, click on the Export button.
       • Choose the CSV format.
       • 
   • Save the generated file on your device.

Part 3: Importing the CSV Report into Xero

1. 1. Log In to Xero:
      • • • Access your Xero account and log in.
          • Navigate to Contacts → All Contacts.
          • 
        • • Click on Import contacts button or click on menu button (three-dot icon) and select option Import.
          • 

1. Upload the CSV File:
   • • • Click Select file and select the CSV file you exported from Garage Invoice.
       • 
   • • • Select how to update empty fields for existing contacts. The Option Be ignored is selected by default.
       • 
   • Click the Next button.
2. Review and Confirm:
   • • The next screen will show you how many contacts will be imported.
     • Click the Complete Import button when you’re ready.
     • 
   • • Your customers will now be imported into Xero.