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Xero features · Import

Move Xero data through the spreadsheet you already use.

Copy structured transactions or reference lists to the clipboard, make changes in a spreadsheet, and bring supported data back into Xero without repetitive re-entry.

Feature 12 · Xero

Import transaction linesPro

Copy supported Xero transaction lines to a spreadsheet, edit the structured data, then paste it back into the RachelsTools preview before creating the finished transaction.

  • Keep descriptions, quantities, rates and other line detail together.
  • Review the completed transaction in Xero before saving it.

Feature 20 · Xero

Export useful dataPro

Export useful Xero reference data to the clipboard so it can be checked, edited or reused in the spreadsheet tools you already know.

  • Move structured lists into a spreadsheet without repetitive copying.
  • Continue the review or clean-up outside Xero while retaining useful detail.