Accounts
Extract, amend and import your chart of accounts in Excel.
Work with accounts
POSTTRANS FOR XERO
Your Xero records.
Managed in Excel.
Extract, amend and import accounts, product items and contacts.
Keep your static data up to date from a familiar spreadsheet.
STATIC DATA
What would you like to work with?
Product items
Import new products or update your existing item records.
Work with itemsContacts
Create and maintain customer and supplier records from your spreadsheet.
Work with contacts
Check your data before posting.
PostTrans validates new and amended records, highlighting issues such as invalid codes or text that is too long. Correct the data in Excel before posting it back to Xero.
A FAMILIAR WAY TO WORK
Set up. Tidy up. Keep in sync.
Use PostTrans for initial setup, everyday housekeeping and keeping records consistent across multiple companies. Enter data manually, copy and paste it, or import it from a CSV file.
Use Excel formulas, VLOOKUPs, data queries, macros or VBA to prepare your data and tailor your templates to your business.
Examples and training
Explore the included workbooks, demonstrations and guidance for designing your own templates.
Example workbooks ↗Static data training ↗Try PostTrans for Xero
Download PostTrans and explore it with a Xero demonstration company.
Download and install ↗Xero pricing ↗