Import from Xero using CSV
Export your general ledger from Xero as Accounting’s tab-delimited file, then upload it in xontax—no conversion needed.
This section is only about the CSV upload path in Settings. Elsewhere on this site we also describe automatic pulls from your old package where we ship that—those are separate from the manual export steps here.
Export your general ledger from Xero
- In Xero, click the Accounting tab in the top navigation and select Advanced.
- Click Export accounting data.
- In the Select product dropdown under General Ledger, choose Xero General Ledger (.txt).
- Set the date range to cover all history you want in xontax — from when your business started through to the day before you connect your bank to xontax.
- Click Download. Xero saves a tab-delimited .txt file to your computer.
- Upload that file directly in xontax — no conversion needed.
Import the CSV files in xontax
- Open xontax in your browser and sign in.
- Go to Settings, then open the legacy bookkeeping import section. Click Choose file and select your export — xontax accepts .csv, .txt, and .zip files.
- Upload each CSV in turn when the product asks for it. If column headers differ from our template, map columns on screen before confirming the import.
- When you have both a journal file and open sales or purchases lists, upload the journal export first if you can—it is usually the clearest anchor for historic postings; invoice or bill CSVs may need an extra mapping pass.
- Review imported lines in your ledger after processing finishes. Fix categories or dates in xontax if anything looks off.