Both sales invoices and credits are imported using the Sales Import function. Xero will automatically recognise credits as they are imported as negative values.

Import to Xero

Imported Invoices

Xero Field	Workbench Field
To :	Client Name
Date :	Invoice Date
Due Date :	Due Date
Invoice # :	Invoice No
Description :	Job Description
Unit Price :	Value ex GST
Account :	GL Account from sales code selected (refer to section on setup)
Tax Rate :	GST Type Description (refer to section on setup)
Location :	Example for Tracking Option 1 (refer to section on setup)
Division :	Example for Tracking Option 2 (refer to section on setup)
Total GST:	GST, where the GST is not 10% the difference will show as an Adjustment to TAX

Note: where the import includes Retention; no tracking options will be imported against the retention line.

Customer Information

If Xero can't match the customer name from Workbench with an existing customer in Xero, a new customer will be created.
Note: The names must match exactly in both systems, otherwise a new supplier will be created. Be careful not to have extra spaces at the end of names.
The Postal Address information from Workbench will update the Postal Address information against the customer in Xero, each time an invoice is imported for that customer. This will happen regardless of whether the invoice is for a new customer or an existing customer.

Xero Field	Workbench Field
Email Address :	Email
Street Address :	Address 1 + Address 2 + Address 3
Town/City :	Address 4
State/Region :	Address 5
Postal/Zip Code :	Post Code

Note: the following Workbench fields will not be imported
Address 6
Phone
Fax
Reference

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