Export from Xero

From Xero you export your contacts, items and chart of accounts, and run two reports for the day before your start date.

In DIANO you pick your start date first. The reports are for the day before it.

1. What it must include

Contacts (customers and suppliers), items and the chart of accounts
The trial balance on the day before your start date
Aged receivables detail and aged payables detail on the same date
Do not export as PDF: choose Excel or CSV
Do not change the files before you upload them

2. Step by step in Xero

Your trial balance on the day before your start date. Click Accounting › Reports › Trial Balance › Export. Save it as Excel (.xlsx), not PDF.
1. Accounting
2. Reports
3. Trial Balance
4. Export
A picture of the real screen comes here.
Unpaid customer invoices on the day before your start date. Click Accounting › Reports › Aged Receivables Detail. Save it as Excel (.xlsx), not PDF.
1. Accounting
2. Reports
3. Aged Receivables Detail
A picture of the real screen comes here.
Unpaid supplier invoices on the day before your start date. Click Accounting › Reports › Aged Payables Detail. Save it as Excel (.xlsx), not PDF. (skip it if it does not apply)
1. Accounting
2. Reports
3. Aged Payables Detail
A picture of the real screen comes here.
Your customer list. Click Contacts › <contact group, e.g. Customers> › Export. Save it as CSV, not PDF.
1. Contacts
2. <contact group, e.g. Customers>
3. Export
A picture of the real screen comes here.
Your supplier list. Click Contacts › Suppliers › Export. Save it as CSV, not PDF.
1. Contacts
2. Suppliers
3. Export
A picture of the real screen comes here.
Your item list. Save it as CSV, not PDF. (skip it if it does not apply)
Your chart of accounts. Save it as CSV or Excel (.xlsx), not PDF. (skip it if it does not apply)

3. The file you get

The contact exports (CSV) and the reports (Excel)

DIANO recognises a file by its columns, not by its name.

4. Where it lands

On a laptop: Your Downloads folder.

On a phone: iPhone: Files › Downloads. Android: Files › Downloads.

5. Check before you upload

The organisation name on each report is yours
The report date is the day before your start date
Every file ends in .csv or .xlsx

6. Common problems

I can't see Export

Only users with the Adviser or Standard role can export. Ask your Xero administrator.

7. The best time to move

The best time to move is just after you finish a month: your VAT return (and payroll, if you pay staff) for last month is done, and your start date is the 1st of this month.

On the day:

Make the backup or the reports on the day you move, not earlier.
From your start date, capture new invoices and payments in DIANO only. Stop capturing in the old program.
Keep the old program for a few months so you can look things up. Do not delete it.

A short video of these steps is coming soon.

Start my move

Still stuck? In DIANO, every step has "Get help" and "Call me back". Or e-mail info@diale.co.za · +27 87 265 3889.