The following article details how to export Bills from Procurify and Import Bills into Xero. A note on taxes before we begin, Xero calculates sales tax/GST/VAT after the fact, on a line-item basis. You, therefore, don't worry about taxes at all in Procurify: don't add them as line items on requests, PO's, or Bills. Let Xero add taxes when it imports Bills. The Xero template example provide are general guidelines and do not account for unique customizations.
Steps:
#1) Click the following link to create a Procurify Template for Export: This step will only need to be completed once. After you've created the template, you'll be able to easily access and export this template every time you wish to import Bills into Xero.
#2) Export your Bills from Procurify: Note: be sure to include an invoice number, when creating bills, otherwise, Xero will think everything on the export is all one bill and won't differentiate between bills.
- In Procurify's Application select SETTINGS → Export Data
- Select PREPARE CSV next to Bills
- Select the Xero from the dropdown Default Format
- Enter the appropriate Invoice Date
- Select Export CSV
#3) Import your CSV to Xero
- Open your Xero account
- From the Accounts tab, choose Purchases
- Click the Import button at the top
- Browse and select your file
- Choose whether these bills are tax exclusive or inclusive
- Click the Import button
- You'll be taken to a page titled Import your bills, where you find out if your CSV worked; it will tell you how many bills you're importing and if there are any errors
- If everything looks good, click Complete Import. You're now at the Draft Bills page, where you can edit bills as seen here:
Additional Information:
- Once these bills are Approved, the items will show up on the profit & loss report
- The TaxType field is actually NOT required - if left blank, Xero will default to a standard tax rate, which can be manually edited after import