Importing Invoices into Xero

The following is an instruction on how to import invoices from CarVue into Xero.

Import file must be in a CSV format.
Mandatory fields which must be completed within the file prior to importing: ContactName, InvoiceNumber, InvoiceDate, DueDate, Description, Quantity, UnitAmount, AccountCode, TaxType

From the Business tab, select Invoices.
Click Import.
Click Browse and select your saved CSV file.
Because we already have the template and have exported the information from CarVue there is no need to carry out steps 1 & 2 from the guide, instead go straight to step 3 and click Browse to search for the file which you wish to import. As default files exported from CarVue are saved in Downloads folder but at the point of export it is possible to save them in an alternative location.
Here you can chose to update your contact address details in Xero, and select whether the Invoice prices exclude or include tax.
Click Import.
Review the import message and fix any errors as needed. To finish the import, click Complete Import.
A confirmation message will be displayed.
The transaction are imported as "Drafts" so you are able to check and edit them before approving.
That's it! Now the draft invoices have been imported from CarVue you can now go and invoice your customers.

Note

For more help on approving transactions in Xero, refer to the Xero support site.