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KB Home / Accounts Production / I have just imported from Xero and want to use the same mappings on a...

I have just imported from Xero and want to use the same mappings on a different client, can I use the same import map?

Article ID: 2804
Last updated: 26 Mar, 2018

Yes. Importing for the first time on a new client:

  1. Select Posting > Import Trial Balance > Third Party API > Xero
  2. Select Existing import map
  3. Select Show clients Xero maps
  4. Select the required client and click Use
  5. Continue through the wizard to complete import

Following first import:

  1. Select Posting > Import Trial Balance > Third Party API > Xero
  2. Continue through authentication process
  3. Select Change Import Map (from Import Trial Balance: Code Mapping screen)
  4. Select Show clients Xero maps
  5. Select the required client and click Use
  6. Select Override to replace all existing mappings OR update to apply missing mappings from the selected clients map
  7. Continue through the wizard to complete import
Article ID: 2804
Last updated: 26 Mar, 2018
Revision: 2
Views: 275
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folder Accounts Production -> General Use

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