Xero Manual Transfer Method

For Xero invoice & Bills transfer we recommend the normal Xero implementation. Where, to transfer your invoices and bills SmartLM will download a CSV file that you can then import into your Xero account. 

This process usually only takes a couple of minutes to transfer and is recommended over the Xero API Integration. 

The Xero API suits users typically that have more than 5000 invoice lines (Usually the equivalent of 200 invoices) to be transferred per week. But this process can then take a couple of hours for all of the invoices to transfer instead. 

All of the same data is transferred so there's little benefit of using the API over the CSV Transfer method, which is why we typically only recommend it for customers with hundreds of invoices per week. 

So the non API method for transferring Sales Invoices that we would recommend for you at this current stage would look like this; 

1. Click Process Sales 

2. Check that all Invoices are complete and contain all required information. 

3. Then choose if you would like to transfer Daily/Weekly or Monthly Sales

4. Click Transfer 

5. This will then list the Invoices that will be processed. 

6. Click 'download' and a CSV file will be generated which can be saved and then uploaded via this screen in your Xero account;

7. The following Screen will then appear on your SmartLM for you to follow;

All done!