You have been a customer of CarVue and now that we have the fantastic feature of being able to automatically sync your business with Xero, you have decided to sign up to Xero. However, you now need to synchronise your invoice and purchase transactions with XERO by exporting the information from CarVue.
For more information on the export process visit this article in Exporting Invoice Transactions from CarVue.
For more detailed help importing into Xero, refer to the Xero support site.
Once you have exported the transactions into a CSV File and saved it, login to your Xero organisation.
From the Business tab, select Invoices or Purchase orders.
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.
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. To approve, select the transaction(s) and click Approve.
For more help on approving transactions in Xero, refer to the Xero support site.
That's it! Imported, confirmed and approved.