# Using Xero with Famly

# Exporting Invoices to Xero

## Exporting from Famly

- Go to the **Finances** icon and click on the **Reports → Invoicing**. Now set the period for which you'd like to download and exclude the dates that have already been exported if desired.

- Next select **Export CSV.** Here you'll see the option for a **Xero CSV**.

- Once clicked here you'll see the option to add the Account ID for reporting purposes. If your settings does not use Account IDs skip this step. If in use, click **Add new** to create one or select an existing Account ID.

- To see an overview of your Account IDs, or to add more head to **Settings → Finances → Accounting.**

![](https://downloads.intercomcdn.com/i/o/fazkk12b/2276631127/273f536f9cbc97d0e44519eb803b/Screenshot%2B2022-05-11%2Bat%2B10_47_02.png?expires=1794776400&signature=4cdc3b1391ebdaf64296ac2b8bdd9c12e9eb867005700449523441d3262a939a&req=diIgEM99nIBdXvMW1HO4zek%2F%2Be0Wbmc5qaFU%2By3NnQdH2a8vwQ%2BwiFL8KfDU%0ArMxstOX%2Bhy5fr6QG3Og%3D%0A)

- Once you've selected **Generate file** you'll see the file preparing for export.

![](https://downloads.intercomcdn.com/i/o/fazkk12b/2276631130/f82247a81a658cceae3c57a4901f/Screenshot%2B2022-05-11%2Bat%2B13_09_09.png?expires=1794776400&signature=0fd4d52f65ef51e2ba44b65799de1d5cd7d31af8a477a332f8bfbba8410aa9c4&req=diIgEM99nIBcWfMW1HO4zQtr9ss39lb5L8xibuX0fkigqAsNHKLLjbjYLRv%2F%0ASw%2BMV9gkQumTVDCW4uQ%3D%0A)

- You will receive a notification when your file is ready to download.

![](https://downloads.intercomcdn.com/i/o/fazkk12b/2276631125/f60a8afdf432c72a04178740738a/Screenshot%2B2022-05-11%2Bat%2B13_12_09.png?expires=1794776400&signature=35b5517eba3ec28713a14639c4bbea4ff1ce9c5b5b48854d5e439d23d6a4d506&req=diIgEM99nIBdXPMW1HO4zR7OQTTVkxgPrj8Wzbt8kDmEEygfpBg4oGB0cCdM%0AsryEVtMjNm6rTo3wONc%3D%0A)

- Now you can click **Download** to obtain the file.

![](https://downloads.intercomcdn.com/i/o/fazkk12b/2276631133/77862ba9e50adbd12e105fc9acf3/Screenshot%2B2022-05-11%2Bat%2B13_11_45.png?expires=1794776400&signature=493b5597eb94c23809d8e5d8926fe3c5f0cd8dcfe8d25fb172072584067c4c1b&req=diIgEM99nIBcWvMW1HO4zRnIPwSEfelgJqYU6sBbnSwITq%2BfU%2BzR6vgc57yP%0AQQiHY33PdipQ297nSzQ%3D%0A)

## Importing in Xero

To import these to Xero go to **Business → Invoices** and click the **Import** button. A window will open that looks something like this:

![](https://downloads.intercomcdn.com/i/o/fazkk12b/2276631134/05600a3ed77e3071e35a276557ea/image%2B-287-29.png?expires=1794776400&signature=28b7289857a6f7e67e9302ec5194368e1d3c694477b73ebb56f3c263228a19dd&req=diIgEM99nIBcXfMW1HO4zZTxZlDksamelE%2Ft2dkC6rUx%2B87tyUXgvhFMdvYE%0AZRr8LF5Hs7kHdn1d7CU%3D%0A)

You have already completed steps 1 and 2, as the download of invoices from Famly matches Xero's template. Upload your file and **Import**!

💡 If two bill payers have the same name, they will merge, even if they have different emails. This is because Xero cannot recognise the difference between these. It's best to move these over manually instead.

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# **Importing Payments from Xero**

## **Downloading a Report from Xero**

To download a report of payments from Xero follow the steps below or watch the video:

- Go to **Accounting** **→ Account Transactions**

- Select the **bank account** you'd like to download for and the date range

- Click **Update**

- Click the filter under **Accounts to include**

- Click on **Debit** to open it and enter **0.1** in the left box OR click **Credit** and add **any** to 0

- Then click **Update**. Then **Export** as **Excel**

[https://player.vimeo.com/video/686722270](https://player.vimeo.com/video/686722270)

Once you've done this, you'll have a file that you can upload directly into Famly, without adjusting to format according to our template.

💡 The system looks for a match of bill payer from the **Description** column in the Xero export. By default, in your Xero export, the **Contact Name** is included in the Description. You can double-check this if you observe issues with matching your imported payments to the right bill payers.

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## Importing Payments from Xero

The next steps are now the same as a usual [Payment Import](https://help.famly.co/en/articles/5917843-payment-import), without the required template.

- Go to the **Finances** icon and click on the **Payments** tab, then the **Import Payments** button

- Click **Upload files** and select the Excel file you just downloaded

- Click **Next** to upload and see all your payments as a list to select from

- Select all, or just those you'd like to upload, and **Import payments**