UBS Statements for Xero Import
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. 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 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 UBS specifically: UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
How It Works
Step 1
Upload your 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
- UBS parser — UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
- 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 — UBS PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use UBS statements for xero import?
Log in to UBS e-banking → Accounts → Account 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 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 UBS's PDF format for xero import?
UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
What xero import integrations work with UBS output?
Compatible with Xero, Xero Payroll, Xero Projects.
Is my UBS data safe?
Your UBS PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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