Import statement transactions into Xero
Prepare a signed-amount CSV for your Xero statement import.
Select Xero CSV
After reviewing the extracted rows, choose Xero CSV. Incoming transactions use positive amounts; outgoing transactions use negative amounts.
Check the account and dates
Make sure you are importing into the correct account and that the date range does not overlap transactions already imported.
Review before reconciliation
Use Xero’s statement import workflow to map columns and inspect its preview. The exported fields include Date, Amount, Payee, Description and Reference.