Overview
Import Invoices Into Xero, Automatically
Tired of manually entering invoices into Xero? EntryRocket reads your files and creates the corresponding Xero entries automatically. Email your documents as attachments and they appear in your Xero account within minutes.
Whether you need to import invoices into Xero from a CRM export, process supplier bills from a logistics platform, or convert quotes from PDF into Xero, EntryRocket handles it.
How It Works
We build a custom reader for your files. Our engineers analyze your actual documents and build a program tailored to your exact file format and business rules. No templates, no rigid formatting. We adapt to the files you already have.
You email, we process. Send files as email attachments to your dedicated EntryRocket address. Each document type gets its own email address. Processing happens 24/7, within minutes.
Your data, your rules. We can transform, aggregate, categorize and recalculate data before it reaches Xero. Automatically deduct processing fees, split transactions, apply commissions, merge line items. Whatever your workflow needs.
What You Can Import Into Xero
- Invoices and Bills: The most common starting point. Sales invoices or purchase bills from any file format, straight into Xero
- Quotes and Purchase Orders: Xero doesn't natively import these from files. EntryRocket handles the conversion automatically
- Bank Statements: Converted to OFX and emailed back for easy Xero upload
- Credit Notes, Payments, Batch Payments: Corresponding Xero entries
- Manual Journals and Linked Transactions: Automated Xero creation
For a full breakdown of every supported document type, visit our website.
Not OCR. Not Templates. Custom Readers.
Most import tools rely on OCR or force you into rigid templates. EntryRocket is different. We build custom software specifically for your file formats: CSV, Excel, PDF, IIF, XML, JSON, YAML and TXT. The result is accurate data extraction, every time.
Real Results
Peter Samuel, Forward Trucking (UK): "Reduced 12 hours of weekly work to 10 minutes. 200 invoices processed automatically every week with zero errors."
Chris Ashton, Konstruct (NZ): "Saves us 10 minutes per quote. We email PDF quotes and they appear as quotes in Xero instantly."
Read more customer stories on our website.
When EntryRocket Delivers Maximum Value
- Regular documents from consistent sources (one-time setup, ongoing automation)
- Large files with many line items or transactions
- Files from suppliers or systems you cannot modify
- Data that needs transformation before it enters Xero
Not sure if EntryRocket is a good fit? Check our "Is it right for you?" guide on our website.
EntryRocket + Xero
How EntryRocket Imports Invoices and Other Documents Into Xero
EntryRocket connects securely to your Xero organization via the official Xero API to create entries directly where they belong.
Documents Created in Xero:
- Sales Invoices: Complete line items, customer matching, tax handling, tracking categories. The fastest way to import invoices into Xero from any file format
- Purchase Bills: Supplier details, account codes, payment terms from any file your suppliers send
- Quotes: Full quote details ready for customer sending
- Purchase Orders: Trackable POs with complete line item preservation
- Credit Notes: Reversals and adjustments
- Bank Transfers: Inter-account movements
- Batch Payments: Multiple payment processing
- Manual Journals: Complex accounting entries
- Linked Transactions: Billable expense tracking
- Payments: Customer and supplier payment records
Bank Statement Handling: Due to Xero API limitations, bank statements are converted to OFX format and emailed back to you for direct upload to Xero, eliminating manual transaction entry while maintaining full compatibility.
Flexible Document States: Choose whether documents are created as draft, awaiting approval, or approved. This is configurable per reader. We can even implement conditional logic to set document states based on data in your files.
Data Processing Capabilities:
- Line-level extraction: Product codes, descriptions, quantities, rates, tax
- Contact matching: Automatic synchronization with existing Xero contacts
- Account coding: Assignment based on description patterns or file data
- Multi-currency: Automatic currency handling and conversion
- Custom business logic: Fee calculations, transaction splitting, data aggregation, conditional processing, and validation rules
For detailed information about file formats, custom rules and all EntryRocket features, visit our website.
Email-Based Workflow: Each reader has a unique dedicated email address. Send documents as attachments and receive a detailed import report back via email showing exactly what was created in Xero.
Security:
- OAuth 2.0 (no password sharing)
- Encrypted connections and database encryption at rest
- SOC 2 Type II certified hosting infrastructure
- Files automatically deleted on a rolling basis
- Official Xero Network Partner
Getting started
Start Importing Invoices Into Xero Automatically
Click "Get this app" above to begin. You'll share some sample files and tell us how you want the data to appear in Xero.
Setup Process
Step 1: Consultation and File Review We review your files and discuss your specific requirements. Whether you need to import invoices, bills, quotes, purchase orders or bank statements, we'll figure out the best approach for your workflow.
Step 2: Quote and Agreement Based on your requirements, we provide:
- A setup fee quote (typically $149 per document type, may vary for complex setups)
- A recommended monthly plan (starts at $49/month for up to 100 credits)
How credits work:
- 1 credit = 1 document (invoice, bill, quote, etc.) with up to 5 line items
- +1 credit for every 10 additional line items beyond the first 5
- +1 credit if we attach the original file to the Xero document
- +1 credit when we auto-create any missing items (products/services) in Xero
Step 3: Reader Development (2–3 Business Days) We build a custom reader for your file format. No templates, no format changes required on your end. You test it in your own Xero account and we keep refining until you're happy.
Step 4: Go Live Monthly billing starts only after reader development has been completed. You don't pay monthly fees during setup and testing.
Daily Workflow
- Email your files as attachments to your dedicated reader address
- Automatic processing happens within minutes, 24/7
- Receive an import report via email showing what was created
- Review in Xero where invoices, bills, quotes and other documents appear in your chosen state
- Bank statements: Upload the OFX file we email back to you
Each document type gets its own email address. Set up email forwarding rules and the whole process runs hands-free.
Support
You talk directly to the engineers who built your reader. No chatbots, no ticket queues. We're happy to answer questions before you sign up. Just reach out via the support link on this page.
30-Day Money-Back Guarantee
Not happy within 30 days? Full refund, no questions asked.
Tips for Success
Start with invoices. They're the highest-volume document type for most businesses and where you'll see the biggest time savings immediately.
Use email forwarding. Set up automatic rules to send files straight to EntryRocket for completely hands-off processing.
