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ian.viney

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  1. develop module to import from excel

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    17 comments  ·  Integration with other products  ·  Admin →
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    ian.viney commented  · 

    I obtained the Webrecs plugin and tried it in Excel 2010. It allows you to add invoices from an Excel sheet. It doesn't do reporting.

    You can download the plugin from http://webrecs.com.au/webrecsXero2007.zip (for Excel 2007/2010) or http://webrecs.com.au/webrecsXero2003.zip (for Excel 2003). There is a sample Excel sheet at http://webrecs.com.au/webrecs-plugin-sample-template.xls. There is a readme inside the zip and more details at the Webrecs Wiki at http://webrecs.com.au/webrecs_wiki/index.php?title=Webrecs_for_Financial_Practices_Guide#Xero_Integration.

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    ian.viney commented  · 

    This would be very helpful.

    Webrecs have created an Excel plugin that communicates directly with the Xero API (http://webrecs.com.au/glossary.php#xero) but I have yet to obtain it and see how it can be used.

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