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Import Data

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Import Transactions

Xero Sales Quotes, Credits, Invoices + with or without Payment

Xero Purchase Invoices and Orders

Xero Sales Receipts and auto allocate to Outstanding Invoices

Xero Purchase Invoices or Purchase Orders

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Multiple Transactions - from CSV file, Copy and Paste or Manual Entry

Save time importing

Contacts
Product Items
Account Records

Simply extract, edit and import

and sync across multiple Xero companies

Solve the Puzzle?

Free Trial with Xero Demo Data
Help on every type of import
Demo Video of all functionality
Loads of Examples included
Free Online Training
We can help too…

Utilise the Power of Excel

Quick Template Creation
Customise with:
    Formula
    Macros
    VBA + post to multiple Xero Companies

Import Data into Xero from Excel

Use PostTrans to enable Microsoft Excel to Import Xero Transactions + Optionally Extract, Amend and Import Contacts, Items and Account records into Xero visually from within Excel into one or more Xero companies. The data can be brought in from manual input, ODBC connection, copy and paste or imported or uploaded from CSV file.

 

Download PostTrans for Xero and MS Excel for PC
Works 100%, not time limited, with Xero demo companies.

  

 

Consolidated Management Reports for Xero
Use our Excel functions to extract period data for easy management reports in Excel..

  

 

You also have the power of Microsoft Excel to manipulate the data by adding formula, macros or VBA to further enhance data manipulation before import to Xero, making PostTrans a very powerful solution.

 
 
 
 
 

If its that good, show me... Quick Order Pad

 

 
 
   1/2 Quick Sales Order Pad using PostTrans in 30 seconds
  0:00 Video Introduction
  1:10 Taking an order in 30 seconds
  2:08 Rewind for a slower explanation of process
  4:00 Adding another product to Order Pad
  6:50 Posting the Sales Order into Sage 50
  8:00 How to find more information and Training
View the full article on this
 
 

Customer Comments

 

Customer Comments

Our customers say great things about PostTrans

Customised Order Entry - We have used PostTrans as our primary data-entry system for over 5 years. It is reliable and fast; allowing our team to process orders through our own customised Excel interface straight into Sage, I developed with additional functionality not available within our core accounts system.

Alex - Krome Ltd

Price Updates - We use PostTrans to update our price matrix in Excel. We simply extract the existing customer special price data, amend using excel formula, and post back into our Sage system, saving many hours, and reducing mistakes.

Toni - Tri Star Packaging

 

Sales Order Pad with Back to Back Purchase Order - We have a whole order entry system written using the power of Excel and PostTrans. We simple pop the customer details in an order pad, then take credit card payment, and then press a button to import a sales order for our services, followed by a purchase order to a specific supplier, very quickly.

Ben - AMA Waste Management

Monthly Payments - We use PostTrans to post our monthly Pension Payments, to those on our Pension scheme. It makes life so easy, simply managing all payments in one spread sheet, then every month simply posting the payments into our accounts system for processing, as purchase invoices against suppliers.

Laurence - Caterpillar Pensions

 

Management of Bill Of Materials - We use PostTrans to manage our complex bill of materials in Excel and push changes to Sage. Being able to extract, amend and then re-import into our accounts system, saves us load of time.

John - PHL Manufacturing

Initial System Setup - PostTrans was invaluable when first setting up our accounts system. It was far easier to use than traditional CSV importers, as it warns of any data which is being truncated, and removes hidden characters, and highlights errors as it imports. They can quickly be edit and the process can carry on from where it left off… Top Marks…

Tim - Salvesens

 
 
 

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.