What is XERO?

Xero is a cloud-based accounting software product that lets small-business owners manage their finances. On the Yeti platform, you can export your data and import it into your XERO account.

To export your data from Yeti, go to Billing Report, select the records and click on the button “XERO”.

Verify that the Client exists in XERO before importing your data. Check this information by going to your XERO account > Contacts > Customers. To import properly for each customer, this name must match the name registered on Yeti.

To import your Yeti data into your XERO account, go to XERO > Business > Invoices and click on “import”.

Yeti provides the ability for you to set your (1) XERO tax code and (2) XERO account code before importing data to XERO.

(1) To set the XERO tax in Yeti, click on gear > settings. This tax will appear on XERO invoices.

Click on the button “tax settings”.

Insert the code shown in XERO, or create the tax in XERO that you put on this screen.

To see XERO taxes, go to your XERO account > Accounting > Advanced > Tax rates.

You will see the list of taxes.

For example, copy the tax “GST/PST on Sales” and paste it into Yeti, or click on the “New Tax Rate” button to register the same tax as you entered into Yeti.

The tax appears in the CSV file when you export data from your Billing Report.

(2) To set the XERO account code in Yeti, go to Services > edit and paste the code shown in XERO.  Alternatively, you can create the account code in XERO that you put into Yeti.

To see the account code in XERO, go to Accounting > Chart of accounts.

You will see the list of the account codes.

For example, copy the code “200” and paste it into Yeti, or click on the “Add Account” button to register the same account code as you entered into Yeti.

The account code appears in the CSV file when you export data from your Billing Report.

Here are the fields that XERO expects to receive from Yeti.

Contact name				string	If an invoice in the file is for an existing contact, ensure this exactly matches the contact name in Xero, to avoid creating a duplicate contact record.
EmailAddress				string	Company Email Address
POAddressLine1				string	Company Address Complement
POAddressLine2				string	Company Address Complement
POAddressLine3				string	Company Address Complement
POAddressLine4				string	Company Address Complement
POCity				string	Company City
PORegion				string	Company Region
POPostalCode				string	Company Postal Code
POProvince				string	Company Province
POCountry				string	Company Country
*InvoiceNumber				number	Each invoice in the file must have a unique invoice number. If an invoice number in the file already exists in Xero, that invoice won’t be imported.
Reference				string	–
*InvoiceDate				date	Invoice Date Use the format DD/MM/YYYY
*DueDate				date	Invoice Due Date Use the format DD/MM/YYYY.
Total				number	Invoice Total
InventoryItemCode				string	Enter the code of the inventory item. If the code doesn’t already exist, a new inventory item is created when you import the file.
*Description				string	Invoice Description
*Quantity				number	Invoice item Quantity
*UnitAmount				number	Invoice unit Amount
Discount				number	Enter a discount percentage of up to 2 decimal places, without the % sign.
*AccountCode				number	Account Code from Xero
*TaxType				string	Enter the tax rate display name as it displays in tax settings. If the name contains words and a percentage, enter it in full eg 20% (VAT on Income).
TaxRate				number	Tax Rate
TaxAmount				number	Xero automatically calculates the amount of tax for each invoice using the tax rate and amount. If you need to enter specific tax amounts, enter them in TaxAmount. After you import the file, the invoices will include a tax adjustment for the difference between the entered tax and calculated tax. If you use this option, enter prices as tax exclusive.
TrackingName1				string	–
TrackingOption1				string	–
TrackingName2				string	–
TrackingOption2				string	–
Currency				string	Enter the 3-letter abbreviation of the currency of the invoice, eg EUR. If the currency isn’t already in currency settings, you’ll need to add it first.
BrandingTheme				string	–
Exported Count				number	Number of times the export was performed

Reach out to Support at Support@yetisnow.com if you have any issues.