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Xero: Transform the general ledger

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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.

mceclip0.png

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.

mceclip1.png

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

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