Summary
Learn about the process of transforming for import into MindBridge a general ledger file exported from Xero.
Notes/Prerequisites
This guide assumes that you have exported a Text file from Xero in the following format, as detailed in the Xero: Export the general ledger guide.
If you have imported the Text file into Excel, the file should be in the following format, as detailed in the Xero: Export the general ledger guide.
Transform the data
Once exported, your General Ledger file is immediately ready to be imported into MindBridge. No additional formatting is required.
Previous step: Xero: Export the general ledger
Next step: Xero: Import the general ledger into MindBridge
Anything else on your mind?
Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.