Import Quotes
into Xero —
Automatically
Stop manually recreating quotes in Xero. Email your quote files to EntryRocket — from your CRM, your quoting tool, or any spreadsheet — and they appear in Xero automatically, ready to send or convert to invoices.
Used by businesses across the UK, Australia, New Zealand, and the US. Xero App Partner.
How it works
Email your quotes
CSV, Excel, PDF — send as-is to <unique>@files.entryrocket.com
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Your custom reader processes it
Maps every field — quote number, date, expiry date, terms, contact, line item details — exactly how Xero needs it
↓
Quotes appear in Xero
Every field, every line item — exactly as it should be
↓
You get a confirmation email
What was imported, what Xero returned, anything to review
Your quotes live in your CRM. Your billing lives in Xero. Someone is bridging that gap by hand.
Your sales team raises quotes in your CRM or quoting tool. When a quote is accepted, someone has to recreate it in Xero before the invoice can go out. It takes time, introduces errors, and creates a bottleneck right at the moment you've just won a piece of business.
EntryRocket connects your quoting workflow to Xero. Export from your CRM or tool, email the file, and the quote appears in Xero — ready to approve, send, or convert.
Common scenarios for importing quotes into Xero
If your sales team quotes outside Xero, one of these probably matches your workflow.
Sales teams quoting from a CRM
Your reps build quotes in HubSpot, Salesforce, or another CRM. When a deal progresses, someone recreates the quote in Xero so it can be converted to an invoice. EntryRocket removes that manual step — export the quote, email it, and it appears in Xero as a draft quote ready to send or convert.
Trade or construction businesses quoting from job management software
A builder or tradesperson using job management software to produce detailed quotes with labour, materials, and margins. Getting those quotes into Xero for invoicing means re-entering every line. EntryRocket maps the quote directly from your job file — line items, quantities, rates, and customer details all included.
E-commerce wholesalers sending bulk quotes to B2B customers
A wholesaler producing volume-based quotes for trade customers from their inventory system. EntryRocket imports those quotes into Xero with the correct pricing tiers, so converting them to invoices when the order is confirmed takes one click.
Import quotes into Xero in four steps
The whole process takes less than a minute. You don't need to log into anything.
Email your quotes
Send to your dedicated @entryrocket.com address. CSV, Excel, PDF — send them as-is. No reformatting required.
Your custom reader picks it up
Maps every field — quote number, date, expiry date, terms, contact, line item details — exactly how Xero needs it.
Your quotes appear in Xero automatically
Customer contact, line items, amounts, and expiry dates all correctly mapped.
You get a confirmation
An email showing what was imported, what Xero returned, and anything that needs a second look.
Import quotes 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 documents
- 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
Xero document types
Every Xero document type, covered
Importing quotes 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 — not a generic template.
Why businesses choose EntryRocket for Xero quote 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 — weekends, late night, whenever. EntryRocket picks them up immediately.
Real support
Got a question? You'll hear back from the engineers who build EntryRocket — not a chatbot, not a ticket queue.
Loved by businesses worldwide
"What used to take 10–12 working hours every week now takes just seconds. EntryRocket has transformed our bookkeeping workflow completely."
Irma Bantjes
CFO, Stratus Financial Group · Sydney, Australia
"Our process went from 10–12 working hours to less than 10 minutes. The time savings alone make this an incredible investment for any business."
Peter Samuel
Forward Trucking Services · UK
How do I import quotes into Xero?
Email your quote file to your dedicated @entryrocket.com address. EntryRocket maps the data — customer, line items, amounts, expiry date — and creates the quotes in Xero automatically.
Can I import quotes from my CRM into Xero?
Yes. If your CRM can export quotes as a file (CSV, Excel, XML, JSON, or PDF), EntryRocket can import them into Xero. We build a custom reader around your CRM's export format.
What happens to the quote in Xero after it's imported?
It appears as a draft quote in Xero, ready for you to review, approve, and send to the customer — or convert directly to an invoice once accepted.
Can EntryRocket import quotes with multiple line items and discounts?
Yes. Line items, quantities, unit prices, discounts, and tax codes are all mapped. If your quoting tool includes custom fields, we can map those too.
What file formats work for importing quotes into Xero?
CSV, Excel, PDF, XML, JSON, IIF, TXT, and YAML. Whatever your quoting tool or CRM exports, EntryRocket works with it.
Also import into Xero
EntryRocket handles every Xero document type — not just quotes.
Import invoices
Sales invoices from any file format — CRM exports, e-commerce platforms, or supplier spreadsheets — straight into Xero.
→Import bills
Supplier bills from procurement systems, logistics platforms, or any file your suppliers send you.
→Import purchase orders
POs from any procurement system into Xero automatically.
→Import credit notes
Credit notes and refunds into Xero automatically.
→Import journals
Journal entries in your Xero automatically.
→Import bank transactions
Bank statements from CSV, OFX, or PDF — especially useful when your bank doesn't support direct feeds.
→Import payments
Payment allocations into Xero automatically.
→Import batch payments
Bulk payment runs into Xero.
→Import inventory items
Product and inventory data into Xero.
→Import contacts
Customer and supplier contacts into Xero.
→Start importing quotes into Xero automatically
If you're spending even 15 minutes a week on manual Xero data entry, EntryRocket can give that time back. Most readers are ready within 2–3 business days.