How It Works
You email a file, we get the data into Xero. That's the short version. Here's a bit more detail.
The Problem
File Imports Shouldn't Be This Hard
Xero does let you import files — but only if they're in the exact format Xero expects. And most files from other systems just aren't.
So you end up spending hours reformatting spreadsheets, moving columns around, fixing data, and checking everything by hand. It's slow, it's boring, and mistakes happen.
The Solution
Five Simple Steps to Automation
Here's how we take you from "I have a file" to "it's in Xero."
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1
Initial Setup
You tell us what files you have and how you want the data to appear in Xero. We might come back with a few questions, and then we build a custom reader for your exact file format.
This reader handles all the heavy lifting — mapping columns, applying your business rules, doing calculations — so you don't have to.
Free consultation -
2
File Submission
Email your files to the @entryrocket.com address we give you during setup. That's it — no logging in, no uploading, no fiddling with interfaces.
Just attach your file and hit send. We pick it up instantly, any time of day.
Email-based simplicity -
3
Automatic Processing
Your custom reader processes the file automatically — mapping columns, merging or splitting values, applying calculations, and doing whatever else you'd normally do by hand.
Everything gets formatted exactly how Xero needs it. If something doesn't look right, you'll know straight away.
Instant validation -
4
Xero Integration
Your data goes straight into Xero — as invoices, bills, purchase orders, quotes, payments, credit notes, manual journals, bank transactions, or whatever you need.
It just shows up in the right place, properly categorised and ready for you to review. No copy-pasting, no reformatting.
Xero certified partner -
5
Import Reporting
You get an email report telling you what was imported, what Xero said back, and whether anything needs your attention.
You always know exactly what happened — no guessing, no checking manually.
Full audit trail
What Your Reader Can Do
We Automate What You Do by Hand
If you're doing it manually in a spreadsheet before importing, we can build it into your reader.
- Column Mapping
- Your file's columns don't match what Xero expects? No problem. We map them automatically, regardless of names, positions, or structure.
- Value Merging & Splitting
- Need to combine fields into one, or break a single field apart? We handle that — great for things like addresses, descriptions, or reference numbers.
- Row Manipulation
- Filter out rows you don't need, remove duplicates, or reorganise the data based on your business logic — all before it hits Xero.
- Custom Calculations
- Need to add markup, calculate totals, apply tax rates, convert currencies, or deduct fees? We can build any kind of math or logic into your reader.
Sound Like What You Need?
Book a free call and we'll look at your files together to see exactly how it would work.