If you’re using Xero to manage your finances, creating invoices manually can eat up a lot of your time, especially if you're handling multiple clients or customers each week. Entering invoice details one by one slows you down and increases the chances of human error.
This guide shows you how to create and upload invoices in bulk to Xero using SaasAnt Transactions, a powerful tool designed to speed up invoicing and reduce mistakes.
Here’s why thousands of businesses use SaasAnt:
Upload invoices to Xero in bulk using Excel or CSV files
Avoid copy-paste mistakes and save time.
Automatically map your spreadsheet fields to Xero invoice fields.
Stay organized even when handling hundreds of invoices.
Keep your cash flow moving faster with fewer manual steps.
Before you start importing invoices into Xero, make sure you have:
An active Xero account
A connected SaasAnt Transactions account
A clean Excel or CSV file with your invoice data
Start by organizing your invoice data in a spreadsheet. Here’s what you should include:
Column | What it means |
Contact Name | Customer or client name (must match Xero records) |
Invoice Date | Date of invoice |
Due Date | Payment deadline |
Invoice Number | Unique number for tracking |
Item Description | What you’re invoicing for |
Quantity | Number of units |
Unit Price | Price per unit |
Account Code | Xero chart of accounts code |
Tax Type | GST, VAT, or as per your setup |
Currency | If multi-currency is used |
Tip: Match contact names and account codes exactly as they appear in your Xero account to avoid upload errors.
Save the file as .CSV or .XLSX.
Sign in to your SaasAnt Transactions account.
Connect it to your Xero organization.
From the dashboard, select Invoices as the transaction type.
Click Upload File and select your prepared invoice file.
Use the mapping screen to match your spreadsheet columns to Xero fields.
For example:
Contact Name → Contact
Invoice Date → Date
Unit Price → Amount
Double-check the mappings and click Next.
SaasAnt will show a preview of your data.
Fix any missing or mismatched fields.
When all looks good, click Import to Xero.
Your invoices will now appear in your Xero account, ready to send or mark as paid.
If you plan to upload invoices regularly, save your field mapping as a template. Next time, you can skip the setup and import your data in just a few clicks.
Contact names must match exactly with what’s in Xero.
Dates should be in the format MM/DD/YYYY or YYYY-MM-DD.
Don’t leave required fields like contact, date, or amount blank.
Double-check your account codes and tax types.
Creating invoices in Xero might work when you only have a few. But as your business grows, so does the paperwork. SaasAnt Transactions gives you a faster, cleaner way to handle bulk invoicing—whether you’re billing clients weekly, monthly, or by the hundreds.
This is a smart move if you’re serious about streamlining your accounting process and spending less time on data entry.
Yes, with SaasAnt Transactions, you can import dozens or even hundreds of invoices to Xero in one go using a properly formatted Excel or CSV file.
At a minimum, your file should include:
Contact Name (Customer)
Invoice Date
Due Date
Invoice Number
Line Item Description
Quantity
Unit Amount
Account Code
Tax Type (optional)
You can use both CSV and XLSX (Excel) file formats.
If new contacts don't already exist in Xero, SaasAnt can automatically create them during the import, or you can add them manually beforehand.
Absolutely. Each line item can be added on a separate row under the same invoice number to ensure it's appropriately grouped in Xero.
Yes, you can include tax codes and tax amounts in your file as long as those tax settings are already configured in your Xero account.
Yes, SaasAnt lets you save your mapping settings as a template, so you’ll just need a few clicks next time you import invoices.
Yes. SaasAnt keeps a complete history of your imports. If needed, you can delete a batch of invoices directly from the import history.
No, SaasAnt Transactions is a cloud-based application. Log in via your browser, connect to Xero, and start importing.
Yes, SaasAnt is an Xero-certified app that uses secure, encrypted connections to ensure your data is safe.
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