Excel data import and export into Xero

Our supplier (Ingram Micro) currently provide us an option to manually download all our sales (with multiple clients) from their web portal in an excel format to view our total monthly sales.

We are looking for an efficient way (custom tool, macros, form, VB etc) to be able

1. Download the data (Ingram Excel data will have far too many data, ie 30-40 row/fields) each month

2. We only need 4 fields to invoice our clients (Customer Name, Quantity, Product and Unit Price etc)

3. Need to be able to select different Customer for invoicing

4. Paste/import data into Xero excel format for invoicing

We are looking for something easy to use with minimal steps. Let me know what other information you would need.

I've added sample excel documents for you to review, please have a look



Compétences : Excel, Visual Basic, Visual Basic pour les apps

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Concernant l'employeur :
( 1 commentaire ) Sydney, Australia

Nº du projet : #22683400

Décerné à:


I am an Excel and VBA specialist with a lot of experience in creating complex automation tools, formulas, databases, queries and macros. You may check some of my projects here: [login to view URL] Plus

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30 freelances font une offre moyenne de 173 $ pour ce travail


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%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% AUD en 3 jours
(339 Commentaires)

ok understood, i can make a python script for this, can you please message me so that i can demonstrate the proof of concept? thanks.

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Hi, I understand the project requirements and willing to start as soon as possible. Looking forward to working with you. Thanks & Regards Khushi India

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Greetings! I am a Chartered accountant with Silver Champion level certification from Xero. I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC

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Hi, Would you like to see a quick demo of your project on developing a tool that can import/download sales information from a certain web portal into Xero Excel format completed before you award the project? You can co Plus

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(52 Commentaires)

Hi I need format of downloaded Excel file(s) , then format of output Excel file. And better if you can prepare a little sample of income and outcome files with explanation of how calculates outcome file fields . Ho Plus

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Hi, I can develop a custom excel macro for you that can streamline your workflow. Please send me some sample files first so I can get to know the project better. Thanks, Dom

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we have a excel based invoice tool where it will pick the revevant fields and put them in to the invoice that you can save as PDF and send it to your end client. we can do a quick demo and make change to it as you need Plus

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Yes I do

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Hello, I have done software billing and could co relate to the details you have mentioned, We can copy paste the data in excel format to help your team upload same in CRM or generate invoice as per your template.

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Excel Expert with success in maintaining and organizing data, fill gaps, and sustain quality control [login to view URL] and exported data from text files, saved queries, or databases; used automatic outlining, inserte Plus

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