Import Bank Transactions
into Xero β
Automatically
Record spend and receive money transactions in Xero from your business software. Email your files to EntryRocket and the transactions are created in Xero automatically. No manual entry, no reformatting.
Used by businesses across the UK, Australia, New Zealand, and the US. Xero App Partner.
How it works
Email your bank transactions
CSV, Excel, PDF β send as-is to <unique>@files.entryrocket.com
β
Your custom reader processes it
Maps every field β date, contact, amount, reference, account code, bank account β exactly how Xero needs it
β
Bank transactions appear in Xero
Every field correctly mapped as spend or receive money entries
β
You get a confirmation email
What was imported, what Xero returned, anything to review
Manually entering business transactions into Xero?
Your business software tracks transactions that need to be recorded in Xero. Tax refunds processed by your payroll provider. Commission payments from a licensee platform. Payment records from a POS terminal.
These transactions don't come from your bank. They come from the systems you use to run your business. But Xero still needs to know about them, recorded against the right bank account, with the right contacts, references, and account codes.
Entering them manually means copying data from one system to another, row by row. EntryRocket automates that.
Common scenarios for importing bank transactions into Xero
Bank transactions in Xero are spend and receive money entries. They record payments made or received against a bank account. These are the most common situations where businesses use EntryRocket to create them automatically.
Payroll and tax processing platforms
Your payroll provider or tax processing service produces files listing tax refunds, tax deposits, and other disbursements. Each transaction needs to be recorded in Xero against the correct bank account, with the right payee, reference number, and account code. EntryRocket maps these files and creates the transactions in Xero automatically.
Financial adviser commission runs
Licensee platforms produce commission statements showing payments received from product providers. These need to be recorded in Xero as receive money transactions, broken down by provider, with the correct account codes for each commission type. EntryRocket handles the mapping from complex, nested commission files.
POS and payment terminal records
Point-of-sale systems and payment terminals generate transaction records that need to be reflected in Xero. Customer payments, merchant settlements, and related entries can be created as bank transactions in Xero directly from your POS export files.
Any business software with transaction exports
If your business software produces files with transaction data that needs to be recorded in Xero, EntryRocket can handle it. The reader is built around your exact file format and your Xero chart of accounts, not a generic template.
Import bank transactions into Xero in four steps
The whole process takes less than a minute. You don't need to log into anything.
Email your transaction files
Send to your dedicated @entryrocket.com address. CSV, Excel, PDF β send the export from your business software as-is. No reformatting required.
Your custom reader picks it up
Maps every field β date, contact, amount, reference, account code, bank account β exactly how Xero needs it. Your reader knows your file format and your Xero setup.
Bank transactions appear in Xero automatically
Spend and receive money entries created with the correct contacts, amounts, references, and account codes. Each transaction mapped to the right bank account.
You get a confirmation
An email showing what was imported, what Xero returned, and anything that needs a second look.
Import bank-transactions into Xero from any file format
EntryRocket works with every format your accounting software, supplier, or ERP system can produce:
- CSV and TSV files
- Excel spreadsheets (.xlsx, .xls)
- PDF transaction files
- XML and JSON exports
- IIF, TXT, and YAML files
Not sure if your format is supported? Send us a sample file and we'll tell you straight away.
Files received today
Bank transactions vs bank statements in Xero
These are two different things in Xero, and it matters which one you need.
Bank transactions are "spend money" and "receive money" entries created from business software data. They record transactions against a bank account in Xero. This page is about bank transactions.
Bank statements are what appears on your reconciliation screen. They come from direct bank feeds or from uploading statement files (OFX, CSV, etc.) through Xero's interface. Bank statements and bank transactions are separate things in Xero. If you need to get your bank's statement data into Xero for reconciliation, see our bank statements page.
Xero document types
Every Xero document type, covered
Importing bank-transactions is just the start. EntryRocket can create any document type in Xero.
Each reader is built around your exact file format and your Xero setup β not a generic template.
Why businesses choose EntryRocket for Xero bank-transactions imports
100% accuracy
No typos, no transposed numbers. Your data goes straight from the file into Xero exactly as it should. Our accuracy rate is 100%.
Under a minute per import
Most imports complete in under a minute. We process over 3,000 files per hour.
No login required
Just email your files. You don't need to log into anything or change your workflow.
Xero-certified
EntryRocket is an official Xero App Partner. Our integration has been reviewed and approved by Xero's team.
Always on
Send files whenever it suits you β weekends, late night, whenever. EntryRocket picks them up immediately.
Real support
Got a question? You'll hear back from the engineers who build EntryRocket β not a chatbot, not a ticket queue.
Loved by businesses worldwide
"What used to take 10β12 working hours every week now takes just seconds. EntryRocket has transformed our bookkeeping workflow completely."
Irma Bantjes
CFO, Stratus Financial Group Β· Sydney, Australia
"Our process went from 10β12 working hours to less than 10 minutes. The time savings alone make this an incredible investment for any business."
Peter Samuel
Forward Trucking Services Β· UK
Frequently asked questions
About importing bank transactions into Xero with EntryRocket.
View all FAQs βWhat are bank transactions in Xero?
Bank transactions in Xero are spend money and receive money entries. They record individual payments made or received against a bank account. They are different from bank statements, which are what appears on the reconciliation screen.
How do I import bank transactions into Xero?
Email your transaction file to your dedicated @entryrocket.com address. EntryRocket maps the data and creates the bank transactions in Xero automatically as spend or receive money entries.
Do bank transactions appear on Xero's reconciliation screen?
No. Bank transactions (spend and receive money entries) are separate from bank statement lines. They do not appear on the reconciliation screen. If you need transactions on the reconciliation screen, you need to import a bank statement instead.
What file formats work for importing bank transactions into Xero?
CSV, Excel, PDF, XML, JSON, and TXT. Whatever format your business software exports, EntryRocket can work with it.
Can EntryRocket map transactions to different bank accounts and account codes?
Yes. Your custom reader maps each transaction to the correct Xero bank account and account code based on rules specific to your file format and business logic. For example, different payment methods can route to different bank accounts automatically.
What kind of business software can I import bank transactions from?
Any software that produces export files with transaction data. Common examples include payroll and tax processing platforms, financial adviser licensee platforms, POS systems, and payment terminals. If your software can export the data, EntryRocket can import it into Xero.
Also import into Xero
EntryRocket handles every Xero document type β not just bank transactions.
Import invoices
Sales invoices from any file format β CRM exports, e-commerce platforms, or supplier spreadsheets β straight into Xero.
βImport bills
Supplier bills from procurement systems, logistics platforms, or any file your suppliers send you.
βImport purchase orders
POs from any procurement system into Xero automatically.
βImport quotes
Sales quotes and estimates directly into Xero.
βImport credit notes
Credit notes and refunds into Xero automatically.
βImport journals
Journal entries in your Xero automatically.
βImport bank statements
Convert bank statements from any format to OFX for Xero reconciliation β especially useful when your bank doesn't support direct feeds.
βImport payments
Payment allocations into Xero automatically.
βImport batch payments
Bulk payment runs into Xero.
βImport inventory items
Product and inventory data into Xero.
βImport contacts
Customer and supplier contacts into Xero.
βStart importing bank transactions into Xero automatically
If you're spending time manually entering transactions from business software into Xero, EntryRocket can give that time back. Most readers are ready within 2-3 business days.