Xero data export

If your organisation is linked to Xero accounting software, you can export your accounting data using a Xero friendly CSV file.

In this article we'll cover how to:

• export you Xero data.

Only users with the correct permission can export data. If you think you should have permission to perform such an action please contact the organisation owner.

Export Xero data

• Navigate to Organisation settings. 
• Locate and click the Data export section of the settings.
• Click the Downloadnext to Order/Invoices (Xero format).

• Select Clinics and Date range.
• Click Submit to download the CSV file.

This CSV file includes all the required fields using the default accounts and tax rates you set above. Import this file into Xero using Xero's standard CSV import tool.