Importing Data¶

Migrate your data into FairBooks from other accounting tools.

Importing from Xero¶

FairBooks can import customers, invoices, and expenses from a Xero CSV export.

How to Import¶

1. Go to Settings → Import
2. Upload your Xero CSV file
3. Review the preview. FairBooks shows what will be imported and flags any issues.
4. Click Import to confirm

What Gets Imported¶

• Customers: Name, email, address, ABN
• Invoices: Invoice number, dates, line items, statuses
• Expenses: Date, description, amount, GST, category

Tips¶

• Review the preview before confirming. Once imported, records are added to your organisation.
• Duplicate detection helps avoid importing the same data twice
• If any rows have errors, they'll be highlighted in the preview so you can fix your CSV and re-upload