How to Import a Bank Statement PDF into Xero
Xero accepts bank statements via CSV upload when the bank isn't connected via a live feed. MintConvert converts your bank PDF to a Xero-compatible CSV with the correct column format.
Step-by-Step Guide
- 01
Convert your PDF to Xero CSV
Upload your bank statement PDF to MintConvert and select Xero CSV as the output format. Download the .csv file.
- 02
Log in to Xero
Open Xero and navigate to Accounting → Bank Accounts.
- 03
Select your bank account
Click on the bank account you want to import transactions into.
- 04
Import a statement
Click Import a Statement → select the CSV file → Upload.
- 05
Map columns and import
Xero shows column mapping: map Date, Description, and Amount. Click Import to complete.
Frequently Asked Questions
What CSV format does Xero require?
Xero requires Date, Description, and Amount columns. MintConvert's Xero CSV output pre-maps these columns exactly.
Can I import statements for multiple banks into Xero?
Yes — upload each bank's CSV to the corresponding bank account in Xero. MintConvert supports 75 banks across 33 countries.
What date format does Xero accept for CSV import?
Xero accepts DD/MM/YYYY and YYYY-MM-DD. MintConvert's Xero CSV output uses YYYY-MM-DD for maximum compatibility.
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