Import Excel files into Xero, without a CSV detour
Xero's native importer doesn't read .xlsx. The workaround is to save as CSV and hope Excel hasn't reformatted your dates, stripped your leading zeros, or changed your number formatting on the way out.
EntryRocket reads the Excel file directly. No CSV conversion, no Excel-induced corruption, no lost formatting.
2-3 days
business days to build your reader
.xlsx .xls
read directly, including multi-sheet workbooks
Minutes
per file, usually
The problem with the Excel to CSV detour
Exporting Excel to CSV sounds harmless. It usually isn't.
- ✕ Dates get reformatted based on your system locale, silently
- ✕ Leading zeros on reference numbers get stripped
- ✕ Numbers with thousands separators get re-parsed as strings
- ✕ Cells with formulas export as values, but formula errors can export as "#N/A"
- ✕ Multi-sheet workbooks collapse to one sheet per file
- ✕ Encoding defaults to whatever your Excel version decides, often not UTF-8
You do the conversion, you fix whatever Excel broke, you upload to Xero, and then Xero rejects the file because the dates are now in the wrong format for your region. And even when you get all of that right, Xero's CSV importer struggles with large files: keep it to about 500 invoices per file, because in our testing Xero's import failed around 600 invoices. A larger workbook has to be split before upload.
What EntryRocket does with Excel files
Your reader opens the .xlsx file directly, reads the sheets and ranges you actually care about, and imports the data into Xero. No intermediate CSV, no locale-dependent reformatting.
If your workbook has multiple sheets, your reader knows which ones to read and how to handle them. If your workbook has summary rows, headers, or footers that shouldn't be imported, your reader knows to skip them.
Three steps, then it's automatic
Send us a sample workbook
Include the sheets you typically use and any quirks: merged cells, summary rows, multi-header layouts.
We build your reader
We build your reader in 2-3 business days, matched to your workbook's structure.
You email workbooks in
From then on, you email workbooks in. Xero usually has the records within minutes.
Depending on your workflow, your reader can create:
- ✓ Invoices and bills from sales or supplier Excel reports
- ✓ An OFX file from your bank statement, ready to import into Xero with Import a Statement, from bank Excel exports
- ✓ Batch deposits from payout Excel reports
- ✓ Contacts from customer or supplier lists
- ✓ Manual journals from journal templates
- Bank exports from banks that provide Excel but not CSV
- POS exports that come as .xlsx with product-level breakdowns
- Payroll journal templates built in Excel and copied over monthly
- Expense reports compiled in a shared workbook before being posted to Xero
- Invoice batches prepared in Excel by staff who don't use accounting software
Related
Do I have to save my Excel file as CSV first?
No. Your reader opens .xlsx and .xls files directly.
What about macro-enabled workbooks (.xlsm)?
Yes, your reader can read .xlsm files. It reads the data, not the macros.
Can it handle multiple sheets in one workbook?
Yes. Your reader knows which sheets to read and how to combine the data.
What if my workbook has summary rows or totals?
Your reader can skip headers, footers, subtotals, and grand totals based on the structure you tell us about during setup.
Stop converting Excel to CSV for Xero
Send us a workbook you currently handle by hand. We'll show you how your reader will process it.