Export Financial Invoices to Xero (CSV)
Overview
Use this guide to export Financial invoices from MachShip in a CSV format compatible with Xero. The export includes the minimum fields Xero requires for invoice import: Contact name, Invoice Number, Invoice Date, Due Date, Description, Qty, Unit Amount, AccountCode, TaxType.
Tip: Xero will generally create a new Contact during import if the name doesn’t already exist. To avoid duplicates, keep contact names consistent with your Xero records - these will match the company name from MachShip
Step 1 — Generate the Xero CSV from MachShip
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Go to Reports → Financial Reports.
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Choose your date filters (this should be the posted date of the invoices).
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Click Get Xero Report.
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Download the generated .csv file to your computer (this will come in a xip file).
What’s in the export
The CSV contains the minimum required columns for Xero invoice import:
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Contact name — Customer name as it should appear in Xero - taken from company name
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Invoice Number — Your unique invoice reference (Xero will use this as the invoice number).
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Invoice Date — Invoice issue date.
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Due Date — Invoice due date.
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Description — Line item description.
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Qty — Quantity for the line item.
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Unit Amount — Unit price for the line item.
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AccountCode — Xero revenue (sales) account code (numeric). (set to 200)
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TaxType — Xero tax treatment for the line (e.g., GST on Income).
Need help?
If you have questions or run into issues, contact support@machship.com with:
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The CSV you attempted to import
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A screenshot of any Xero error messages
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Your MachShip report filters and date range
We’ll help you resolve it quickly.
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