CS/UBS Statements for Xero Import
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. 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.
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Secure Financial Data Processing
Xero Import Workflow with CS/UBS
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 Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How It Works
Step 1
Upload your Credit Suisse (UBS) statement PDF to MintConvert
Step 2
Download the CSV file
Step 3
In Xero: Accounting → Bank Accounts → Select account → Import a Statement
Step 4
Upload your .csv file and map columns
Step 5
Reconcile imported transactions
Why MintConvert
- CS/UBS parser — Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- Xero Import — 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.
- CHF preserved — All CHF amounts preserved for xero import workflows.
- Integrations — Compatible with Xero, Xero Payroll, Xero Projects.
- Privacy first — Credit Suisse (UBS) PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Credit Suisse (UBS) statements for xero import?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select 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 Credit Suisse (UBS)?
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 Credit Suisse (UBS)'s PDF format for xero import?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
What xero import integrations work with Credit Suisse (UBS) output?
Compatible with Xero, Xero Payroll, Xero Projects.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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