SG · SGD · Xero Import

OCBC Statements for Xero Import

OCBC statement PDFs are available via OCBC Online Banking or the OCBC Digital app. Statements include a transaction summary and a detailed transaction list. 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 OCBC

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 OCBC Bank specifically: OCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.

How It Works

  1. Step 1

    Upload your OCBC 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

  • OCBC parserOCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.
  • 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.
  • SGD preservedAll SGD amounts preserved for xero import workflows.
  • IntegrationsCompatible with Xero, Xero Payroll, Xero Projects.
  • Privacy firstOCBC Bank PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use OCBC Bank statements for xero import?

Log in to OCBC Online Banking → Banking → Accounts → Select account → Statements → 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 OCBC 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 OCBC Bank's PDF format for xero import?

OCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.

What xero import integrations work with OCBC Bank output?

Compatible with Xero, Xero Payroll, Xero Projects.

Is my OCBC Bank data safe?

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