Import Chart of Accounts from CSV File

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Warning!

The Xero API Integration has been superseded by the Xero OAUTH2 Integration.

Please refer to the Xero OAUTH2 topic for information on setting up Xero with Idealpos.

This page has not been removed for historical and reference purposes.

The steps included on this page may no longer be valid, and therefore, we encourage you to refer to the Xero OAUTH2 topic.

To import the Chart of Accounts from a CSV file, go to Settings > Chart of Accounts > Import.

Click Browse > select the CSV file.

Sample of CSV Import File: