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Import Bank Statement Transactions into Xero

Download the Transactions as a Xero CSV File #

To export the data as a CSV file that can be imported directly into Xero follow these steps:

  • Log in to DocuClipper: Access your account by entering your credentials.
  • Navigate to Data Extraction: Click on “Bank & Credit Card Statements” located in the left sidebar at the top under “Convert” or within the dashboard main page.
  • Upload Your Scanned or PDF Bank Statements: Drag and drop one or more PDFs or scanned of your bank statements.
  • Download File: Once the data extraction is complete, click on the “Download Data” button on the right side, above the Summary of Reconciliation.
  • Select Output Format: In the Output Format dropdown, select “Xero CSV”.
  • Configure Columns: You can configure the columns with data that you require and remove any columns that you don’t need.
  • Finalize Download: Click on “Download Xero CSV”.
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Importing the CSV File into Xero #

Here is a video tutorial on how to import the CSV file into Xero:

Additionally, you can read our detailed blog article: How to Import Bank Statements into Xero.

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Updated on August 7, 2023