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CIMB Statements for Xero Import

CIMB Bank statement PDFs are available via CIMB Clicks Online Banking. Personal and business account statements use the same PDF format. Xero's bank feed doesn't cover every bank — especially for international banks, smaller institutions, or older historical statements. CSV import is the reliable fallback.

Secure Financial Data Processing

Xero Import Workflow with CIMB

MintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement. For CIMB Bank specifically: CIMB PDFs include a transaction code alongside each entry in the narration column. MintConvert includes the transaction code in the Description output field.

How It Works

  1. Step 1

    Upload your CIMB Bank statement PDF to MintConvert

  2. Step 2

    Download the CSV file

  3. Step 3

    In Xero: Accounting → Bank Accounts → Select account → Import a Statement

  4. Step 4

    Upload your .csv file and map columns

  5. Step 5

    Reconcile imported transactions

Why MintConvert

  • CIMB parserCIMB PDFs include a transaction code alongside each entry in the narration column. MintConvert includes the transaction code in the Description output field.
  • Xero ImportMintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement.
  • MYR preservedAll MYR amounts preserved for xero import workflows.
  • IntegrationsCompatible with Xero, Xero Payroll, Xero Projects.
  • Privacy firstCIMB Bank PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use CIMB Bank statements for xero import?

Log in to CIMB Clicks → Accounts → Statement → Select account and period → Download PDF. Then upload to MintConvert and download a clean CSV file. MintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement.

Which output format is best for xero import with CIMB Bank?

For xero import, CSV (CSV) is recommended. Open Excel → File → Open → select the .csv file. Use Text Import Wizard, set delimiter to comma. All currency values will be numeric.

Does MintConvert handle CIMB Bank's PDF format for xero import?

CIMB PDFs include a transaction code alongside each entry in the narration column. MintConvert includes the transaction code in the Description output field.

What xero import integrations work with CIMB Bank output?

Compatible with Xero, Xero Payroll, Xero Projects.

Is my CIMB Bank data safe?

Your CIMB Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.