Importing orders from Xero

Planning optimized delivery routes using Xero orders or invoices? Follow the steps below to export your orders from Xero, and import them into EasyRoutes for delivery route planning.

Exporting from Xero:

1. From your Xero dashboard, click the Business tab from the top navigation menu, and access the Invoices menu item:

3. Navigate to the tab containing the type of orders you'd like to export (#1 below), before clicking the Export button (#2 below) which will generate a CSV file of your invoices, and automatically save it to your default downloads location:

Additional tips:

• Using the export button as described above will export all orders contained within a tab.
• Use the Search button in the upper right-hand corner of any invoices table to refine the results shown:
  • For example, applying search criteria to search within Paid date with a window of seven days (as shown below) will display only orders that were marked as Paid within that seven day window.
• Orders included in an export that do not require delivery can also be individually removed during import - see Step #5 in the Importing to EasyRoutes section below.
• Applying search terms to refine results first, before clicking the Export button, will ensure only orders from a particular period or matching specific criteria will be included in the export:

Importing to EasyRoutes:

1. Login to your EasyRoutes for Web account. From the Dashboard, click the Import new CSV button and select the CSV file exported from Xero (or drag and drop the CSV file directly onto the button):

2. Select Provide the address using multiple fields from the address import method section:

3. Use the dropdown menus below to map the CSV's fields as follows - note that columns will only need to be mapped once when initially importing a CSV file; mappings will be saved to streamline importing of any future CSV files containing the same data format:

4. Once all columns have been mapped, click the Next button in the upper right-hand corner of the page:

5. Imported orders will be shown as pins on the map, with order details in the table below. If any orders were included in the export that do not require delivery, use the checkboxes on the left-hand side of an order's listing, and select Remove order from the Actions menu that appears at the bottom of the list. Review the listed orders before clicking the Import and add orders button above the map:

6. Configure any desired Route Options using the controls below the map. Click the Create route button above the map to generate an optimized delivery route containing your imported orders:

Additional Resources:

• Full details on CSV import workflows: How do I import orders from a spreadsheet (.CSV)?
• Review and re-use any imported orders with the Address Book feature.