Importing data¶

Bring your data across from Xero using a CSV export.

Go to Settings → Import Data to upload a CSV file exported from Xero.

What you can import¶

FairBooks can import these types from a Xero CSV export:

• Contacts (your customers): name, email, phone, address, and ABN
• Invoices: invoice number, dates, line items, totals, and status
• Quotes: quote number, dates, line items, and totals
• Products: name, description, price, and GST treatment
• Chart of accounts: code, name, account type, and tax treatment

FairBooks works out which type a file is from its column headers, so you do not need to choose. Import one type at a time.

How to import¶

1. In Xero, export the data you want (Contacts, Invoices, Products, or Chart of Accounts) as a CSV file.
2. In FairBooks, go to Settings → Import Data and click Choose CSV File.
3. Review the preview. FairBooks detects the type and shows how many rows are ready to import, how many duplicates will be skipped, and any rows with errors.
4. Click Import to bring the records in.

When it finishes, you see a summary of what was created and how many duplicates were skipped. You can then import another file.