ProofRows
Sign inGet started
Guide · Xero

Import a ProofRows CSV into Xero

ProofRows produces a Xero-ready CSV with the exact columns Xero expects. Import it via Accounting → Bank accounts → Manage account → Import a statement.

1. Export from ProofRows

  1. Open the statement’s review screen and click Export.
  2. Pick the Xero format.
  3. Pick a date format. Xero will let you re-confirm on import. If you don’t know what your Xero org uses, pick YYYY-MM-DD — it’s unambiguous.
  4. The debit/credit toggle has no effect on Xero exports — Xero always wants a signed Amount column.
  5. Click Download CSV.

Column layout

The Xero-ready CSV has exactly these columns, in this order:

  • Date — in your chosen format.
  • Amount — signed: positive = money in, negative = money out.
  • Payee — vendor name (ProofRows’s normalized vendor when available, raw description otherwise).
  • Description — the raw bank description as it appeared on the statement.
  • Reference — left blank in v1 (we don’t extract check numbers yet).

2. Import into Xero

  1. Sign in to Xero.
  2. Go to Accounting → Bank accounts.
  3. Pick the bank account that matches the statement.
  4. Click Manage account → Import a statement.
  5. Drag the CSV in, or click Browse to find it.
  6. Confirm the column mapping. Xero should auto-detect the column order; if not, map Date, Amount, Payee, Description, Reference.
  7. Confirm the date format Xero suggests matches what you exported.
  8. Click Save.
  9. The transactions appear in Reconcile. Match each one or create a new entry.

Tips and gotchas

  • Always review before reconciling. Xero shows each line in the Reconcile screen before it hits your ledger. Verify a sample matches the statement.
  • Duplicates from bank feeds. If your Xero org has a live bank feed and you import the same period from a CSV, you’ll see duplicates. Either disable the feed first or delete the overlap before importing.
  • Confidence column. Xero will reject the file if extra columns are present. Disable “Include confidence notes” for Xero exports.

If something goes wrong

  • Open the CSV in a spreadsheet and check the header is exactly Date,Amount,Payee,Description,Reference.
  • Check no rows have empty Date or Amount cells.
  • If Xero complains about date format, try re-exporting with YYYY-MM-DD.
  • If you’re still stuck, email support with the statement ID and the Xero error.

What this is not

This is a file upload. ProofRows doesn’t sync to Xero via the Bank Transactions API — you control which transactions ship by exporting a file and uploading it. Direct API push is on the roadmap.