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Moving to Yamate › Xero

How to export your data from Xero

What to click in Xero, which files you get, and what can’t come across. Checked 6 October 2026.

Before you start: You need a Xero login with Standard or Adviser access.

Contacts

  1. Open Contacts → All contacts.
  2. Tap the ⋮ menu at the top right, then Export. The file downloads straight away.
  3. It has your suppliers in it too — untick them on Yamate's tick-list, or bring them in as suppliers.
Xero Contacts: Contacts circled (step 1), the more menu (step 2), Export (step 3)
Xero Contacts: Contacts circled (step 1), the more menu (step 2), Export (step 3) · tap to see it full size

Sales invoices

  1. Open Sales → Invoices and pick the All tab.
  2. Tap Export. It gives one row per invoice line; export a date range at a time if you have more than 500 invoices.
Xero Invoices: the All tab circled (step 1), Export circled (step 2)
Xero Invoices: the All tab circled (step 1), Export circled (step 2) · tap to see it full size

Bills

  1. Open Purchases → Bills.
  2. Tap the ⋮ menu at the top right, then Export bills. Keep the word bills in the file name.
Xero Bills: the more menu circled (step 1), Export bills circled (step 2)
Xero Bills: the more menu circled (step 1), Export bills circled (step 2) · tap to see it full size

Products and services

  1. Open Sales → Products and services.
  2. Tap Export, then CSV.
Xero Products and services: Export circled (step 1), CSV circled (step 2)
Xero Products and services: Export circled (step 1), CSV circled (step 2) · tap to see it full size

Chart of accounts

  1. Open Accounting → Chart of accounts.
  2. Tap Export. Yamate only uses it to sort your bills into categories.
Xero Chart of accounts: Accounting circled (step 1), Export circled (step 2)
Xero Chart of accounts: Accounting circled (step 1), Export circled (step 2) · tap to see it full size

What can’t come across

  • Attachments and files
  • Bank transactions (Yamate does not need them)

Then bring it into Yamate

  1. Open Yamate and go to Settings → Your data → Import data. New accounts are asked once, after the welcome.
  2. Drop all the files in at once — CSV, Excel or ZIP. They are read on your phone or computer.
  3. Check the tick-list. Owed invoices stay owed, paid ones count as paid, and nothing you already have is changed.
  4. Tap Add. Anything you untick is left out.

Try Yamate free

Checked 6 October 2026 in a real Xero account and against Xero’s own help pages. Yamate isn’t affiliated with Xero; the name belongs to its owner.