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 Instructions
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.
Log in to Xero
Open Xero and navigate to Accounting → Bank Accounts.
Select your bank account
Click on the bank account you want to import transactions into.
Import a statement
Click Import a Statement → select the CSV file → Upload.
Map columns and import
Xero shows column mapping: map Date, Description, and Amount. Click Import to complete.
Frequently Asked Questions
Q.What CSV format does Xero require?
Xero requires Date, Description, and Amount columns. MintConvert's Xero CSV output pre-maps these columns exactly.
Q.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.
Q.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.