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POSTTRANS FOR XERO

Your data in Excel.
Ready for Xero.

Import transactions, update records and keep control of your data.
Work in the spreadsheet you know, connected to Xero.

Download PostTrans for Xero Explore your import options

Microsoft Excel on Windows · Try with Xero demonstration data

WHAT WOULD YOU LIKE TO IMPORT?

Two ways to get more done.

A FAMILIAR WORKFLOW

Prepare. Import.

  1. 01

    Prepare in Excel

    Enter data manually, copy and paste it, connect through ODBC or import a CSV file. Use formulas, macros or VBA to prepare it for Xero.

    Import from a CSV file ↗
  2. 02

    Import into Xero

    Post your prepared records from your spreadsheet. Reuse your templates for the next import, with support for working across multiple Xero companies.

PostTrans Excel template for importing Xero transactions
Prepare single or multiple transactions.
PostTrans Excel template for extracting and updating Xero static data
Extract, amend and import your records.

SEE IT IN ACTION

A quicker way to take an order.

See how an Excel order pad works with PostTrans. This demonstration uses Sage 50; the template principles also apply to Xero.

Watch on YouTube ↗

Read the full order pad guide ↗

CUSTOMER EXPERIENCES

How businesses use PostTrans.

Experiences from customers using PostTrans across its accounting integrations.

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

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