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DocsMoving from Xero
Bring in your contact list with its postal address. Bring in invoices from the invoice file, one row per invoice line.
- People. The individual people you talk to. Each row becomes one contact, attached to the company named on the same row.
- Invoices. Your invoices. Each row becomes one invoice in your workspace.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- People. Contacts come after companies and before everything that names a person.
- Invoices. An invoice needs its customer, its products and its tax rates first.
People
The contacts or people export from the system you are leaving.
| Field | Description |
|---|---|
| First name* | Write it as first_name. We also read first name, given name. Example: Dana. A single full name column works too. We split it for you. |
| Last name | Write it as last_name. We also read last name, surname. Example: Whitfield. |
| Company name* | Write it as company. We also read company name, account name. Example: Acme Manufacturing. A contact needs a company. Bring the companies file first and these link themselves. |
| Email address | Write it as email. We also read email address, work email. Example: dana@acme.example. |
| Phone number | Write it as phone. We also read phone number. Example: +1 415 555 0188. |
| Job title | Write it as title. We also read job title, position. Example: Operations Lead. |
| Where they are in your funnel | Write it as lifecycle_stage. We also read lifecycle stage. Example: customer. We keep your own words where your workspace already uses them. |
| Profile link | Write it as linkedin_url. We also read linkedin. Example: https://www.example.com/in/dana. |
| Who owns it | Write it as assigned_to. We also read owner. Example: dana@yourcompany.example. |
Invoices
The invoices list out of the system you are leaving.
| Field | Description |
|---|---|
| Company* | Write it as company. We also read _company. |
| Assigned To | Write it as assigned_to. |
| Company ID | Write it as company_id. |
| Company Source ID | Write it as company_source_id. |
| Contact ID | Write it as contact_id. |
| Currency | Write it as currency. |
| Due Date | Write it as due_date. |
| Invoice Amount | Write it as invoice_amount. |
| Invoice Date | Write it as invoice_date. |
| Invoice Number* | Write it as invoice_number. |
| Item Description | Write it as item_description. |
| Item Name | Write it as item_name. |
| Notes | Write it as notes. |
| Opportunity ID | Write it as opportunity_id. |
| Payment Amount | Write it as payment_amount. |
| Payment Date | Write it as payment_date. |
| Payment Method | Write it as payment_method. |
| Payment Reference | Write it as payment_reference. |
| Payment Terms | Write it as payment_terms. |
| Person Email | Write it as person_email. |
| Person Source ID | Write it as person_source_id. |
| Po Number | Write it as po_number. |
| Quantity | Write it as quantity. |
| Quote ID | Write it as quote_id. |
| Source Record ID | Write it as source_record_id. |
| Status | Write it as status. |
| Tax Code | Write it as tax_code. |
| Tax Rate | Write it as tax_rate. |
| Terms And Conditions | Write it as terms_and_conditions. |
| Unit Price | Write it as unit_price. |
Type any of these and we will know what you mean. Anything else comes across as it is written.
People: lifecycle stage
subscriber, lead, mql, marketing qualified lead, marketingqualifiedlead, sql, sales qualified lead, salesqualifiedlead, opportunity, customer, evangelist.
- We need ContactName in the file before we can read it.
- This export does not include invoices, payments and credits, so nothing of that kind comes across. What your accountant can do instead is download the invoice file as well and bring that in too.
- 5 columns stay behind because we keep one address for a person: SAAddressLine1, SACity, SARegion, SAZipCode and SACountry.
- 7 columns have no home here yet, so we keep the values as extra columns on the record: AccountNumber, POAttentionTo, POAddressLine2, FaxNumber, SkypeName, TaxNumber and LegalName.
- We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Nothing in it is thrown away: anything we cannot place is kept as an extra column.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- We need ContactName, InvoiceNumber, InvoiceDate, DueDate, Description, Quantity, UnitAmount, AccountCode and TaxType in the file before we can read it.
- This export does not include payments, credits and refunds, so nothing of that kind comes across.
- We do not bring bills and the rest of the money you owe across yet.
- 1 column has no home here yet, so we keep the values as extra columns on the record: Reference.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.