MIGRATION: How to export Lists data from Xero

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  • Updated 1 year ago
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 EXPORT LISTS DATA FROM XERO


1) Export the Xero Lists as plain-text CSV (Comma Separated Volume) files



 Export your chart of accounts

 Export Items

-          Be aware that Reckon One currently only supports the Product and Service item types

-          Inventory items will be entered as a Product item type

-          inventory quantity tracking is not yet available at this time

 Export contacts

-          Ensure that each export file is clearly labeled

-          Perform a separate export for Customers

-          Perform a separate export for Suppliers

-          Perform a separate export for Employees

 

2) Locate your exported CSV files and provide it to us by clicking the link below 

Send us the export files.

 Send CSV Export List Files

 Click on the + Add your files button.

Add our email address reckonmigration@reckon.com

 

 Add your email address (ensure it is correct as any notifications will be sent there).

 In the Message field, place the following info:


Lists Conversion Request (Xero CSV)

Company Name: _______________________

Contact Name: _________________________

 

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.

 
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Posted 1 year ago

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