In order to import your financials data from Xero you must export your Profit & Loss and Balance Sheet reports into Excel. Each report can contain multiple comparative periods per file. 

You can import financials for Annual, Quarterly or Monthly periods. Please follow the instructions below to import your financials from Xero.

In this Article

Exporting Profit & Loss

  1. Go to Xero > Accounting > Reports.
  2. Type Profit and Loss in the Search Reports field.
  3. Select OLD Profit and Loss report from the search results.
  4. Switch to Compare Periods tab. 
  5. In the Date field select a reporting month.
  6. In Period select a reporting period. It can be Annually (12 months), Quarterly (3 months) or Monthly (1 month). 
  7. Select a number of comparative periods in Compare With field if you need.
  8. Click Update.



  1. At the bottom right report's corner click Export > Excel.

Exporting Balance Sheet

  1. Go to Xero > Accounting > Reports.
  2. Type Balance Sheet in the Search Reports field.
  3. Select OLD Balance Sheet report from the search results.
  4. In the Balance Date field select a reporting balance date.
  5. In Compare To select a comparative period. It can be Annual (Previous Year), Quarter (Previous Quarter), Month (Previous Month) or None if you don't need to import comparative periods. 
  6. Select a number of comparative periods in Compare Periods field if you need.
  7. Click Update.
  8. At the bottom right report's corner click Export > Excel.

Importing Financials

  1. In LodgeiT select a client you want to import financials for.
  2. Go to Financials and select Xero from the list.
  3. Select exported Excel files from your device and click Upload.

Refreshing Financials

In order to refresh financials repeat actions described above.