If you send quotes or estimates regularly in Xero, you already know how repetitive and time-consuming it can be, especially when handling dozens of them. Whether quoting for services, products, or custom projects, the process drains your time if done manually.
That’s why SaasAnt Transactions is a solid time-saver. It helps you create and import multiple quotes into Xero simultaneously from an Excel or CSV file. No more entering them one by one.
This guide will walk you through preparing your data and uploading quotes into Xero using SaasAnt Transactions. If you’re looking to speed things up, reduce input errors, and keep your quoting process clean and fast, you’re in the right place.
Let’s face it—manual quoting is fine when you have just a few. But things can quickly get messy if you’re managing client quotes at scale. Here’s how SaasAnt makes quoting easier:
Bulk import quotes from Excel or CSV
Auto-map fields to match Xero’s quote format
Avoid manual typing and copy-paste errors.
Prepare and send quotes faster.
Keep your sales pipeline moving without bottlenecks.
Before jumping in, make sure you have the following:
An active Xero account
Access to SaasAnt Transactions for Xero
A spreadsheet (.CSV or .XLSX) with your quote data
First, create a clean Excel or CSV file with all the necessary quote information. Here’s a sample of what your columns should include:
Column Name | Description |
Contact Name | The customer’s name (exactly as in Xero) |
Quote Number | Your reference number for the quote |
Quote Date | When the quote was created (MM/DD/YYYY) |
Expiry Date | Optional – when the quote expires |
Item Name | Product or service name |
Description | Short details of the item or service |
Quantity | Number of units or hours |
Unit Price | Price per item or hour |
Tax Type | Optional – standard, GST, or custom |
Account | The income account to record the quote |
Currency | Optional – if you're quoting in other currencies |
Tip: Keep your formatting clean and consistent. Especially for dates and customer names.
Log in to SaasAnt Transactions
Connect your Xero organization.
Choose “Quotes” as your transaction type from the dashboard.
Click “Browse File” to upload your CSV or Excel file.
Match your spreadsheet columns to Xero’s quote fields on the field mapping screen.
For example:
Contact Name → Customer
Quote Number → Reference
Quantity → Qty
Unit Price → Price
Account → Income Account
Double-check your mappings and click Next when everything lines up.
Before you import:
Review the preview screen
Look out for red flags like missing customers or incorrect formats.
Fix any issues in your file or mappings.
Once everything looks good, hit “Import to Xero.”
You’ll now see your quotes created and listed in Xero, ready to send to your clients or track in your sales pipeline.
You can save your mapping template if you upload quotes regularly in the same format. That way, your import will only take a few clicks next time.
Customer names must match exactly with what’s in Xero.
Make sure dates follow MM/DD/YYYY format.
Don’t leave required fields like quote number or item empty.
Use proper income account names that match your Xero chart of accounts.
Manually entering quotes in Xero is fine—until it’s not. SaasAnt Transactions can save you hours of manual work if your business sends quotes daily or in batches. It’s fast, accurate, and built for teams that want to move quicker.
Instead of copying and pasting quote details, focus on winning more business.
Yes, with SaasAnt Transactions, you can upload multiple quotes to Xero using an Excel or CSV file, saving you hours of manual entry.
Your quote file should include fields like Customer Name, Quote Date, Expiry Date, Item Description, Quantity, Unit Price, and Tax Rate. Accurate and complete data ensures a smooth import.
SaasAnt Transactions supports CSV and XLSX (Excel) file formats for importing quotes into Xero.
Yes, customer names in your import file must match exactly with those in Xero. Otherwise, SaasAnt will throw an error unless you enable auto-create for new contacts.
Absolutely. SaasAnt allows you to include detailed line items per quote, including multiple rows for a single quote with different products or services.
Yes, if you include valid tax codes in your file and match Xero’s tax settings, the taxes will be applied correctly.
You can undo or delete the imported quotes directly from the SaasAnt Transactions import history. Any changes are easy to roll back.
Yes, SaasAnt is a secure and Xero-approved app. Your data is encrypted, and connections are fully authorized through Xero’s API.
Yes. Once you map your spreadsheet fields to Xero’s fields, you can save that mapping as a template and reuse it for future quote uploads.
No installation is required. SaasAnt Transactions is a cloud-based tool; log in, connect to Xero, and start importing your data.
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