Import schedules (CSV)

Use Import CSV on the Schedule Register toolbar when you already have many schedules in a spreadsheet. Download the in-app CSV template, fill one row per schedule, then upload and fix any validation errors before committing.

Expected columns

Include a header row (column order may vary; the importer recognises the usual template headers). Typical columns:

• Type: PREPAID or UNEARNED
• Contact name: required (matches your Xero contact)
• Invoice reference: required
• Invoice date, start date, end date: YYYY-MM-DD or DD/MM/YYYY
• Total amount: numeric
• Expense account code: prepaid expense line (required for PREPAID rows)
• Revenue account code: revenue line (required for UNEARNED rows)
• Deferral account code: deferral / liability / prepayment balance account (required on every row)
• Description: optional note
• Allocation method: actual (days-based pro-rata) or equal (equal monthly amounts); leave blank to default to equal

Rules and tips

• Account codes must exist in Xero for the active tenant. Archived and system accounts are not accepted.
• Quoted commas inside CSV fields are supported during parsing.
• Review per-row error messages in the preview; only valid rows import.
• After import, open rows in the Schedule Register or schedule detail view to confirm totals and periods before posting.