Before you import the data into HandiLedger, you will need to export it from Xero.
Export Xero Accounting data
Log in to Xero and go to the Accounting menu, then select Advanced.
Click Export accounting data.
If you're prompted, add a code to accounts in your chart of accounts. (If you don’t add a code, importing into another accounting product may not work).
Select the product General Ledger.
Select the date range of the data to export.
Click Download.
Save the file as a CSV file.
Note: If you require assistance in exporting data from XERO, contact the Xero support team.
Importing Xero Accounting data into HandiLedger
Log in to HandiLedger and Select your entity and applicable year.
From the Tools menu, go to Import data from ASCII File.
Click General, Import.
If this is the first time importing an ASCII file, you need to create an Import Field Mappings by entering the numbers in the map fields, and clicking New.
Enter the mapping fields as below.
Entering a Mapping name and Separator, Comma.
Click Store, enter a Scheme name e.g Xero.
Click File to open your saved Xero exported CSV file.
To start the import click Run.
Click Errors to display any errors.
Click Close for the entries to import into HandiLedger.
After importing, go to the Tools menu, click Verify Accounts, Start, to ensure the HandiLedger transactions are refreshed.
Tip: The next time you import Xero data into HandiLedger, click Load to select the saved mapping configuration.