Contacts Template - Bank Details



Hi everyone,

I need to migrate suppliers details to Xero and I want to use Data Dear contact template for that.

However, when asked for banking details there is only one column where in Xero you need to import 3 fields (Account number , Account name and Details). We also need to import all these fields in order to export the batch payment file correctly for import into our online banking platform.

Any advise as to how I should import supplier bank details (Account name , number , branch code etc)



Hi Adriaan,

We are aware of this, however, this is not available from Xero’s API hence why this is not available through the DataDear template.

More information on what’s available can be found on Xero’s API
What we can suggest is adding this idea to Xero user voice so they can consider this option;