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Objective

This SOP walks through how to export a Xero chart of accounts, clean and map the data to Fran Metrics-compatible account types, and import it into the system. The goal is to bring in only the correct profit-and-loss accounts and to make sure the chart of accounts is organized properly for downstream mapping.

Video Walkthrough

▶ Watch the Loom walkthrough

Key Steps

1. Export the Chart of Accounts from Xero

Watch this step at 0:00

• In Xero, go to Accounting > Chart of Accounts.
• Export the chart of accounts to CSV.
• Confirm the export includes the full account list before editing.

2. Review the Export and Identify What to Keep

Watch this step at 0:35

• Open the exported CSV in a spreadsheet tool.
• Note that Xero exports may include fields that are not needed for Fran Metrics.
• Keep only the fields needed for import:
  • Number
  • Name
  • Type
  • Description
• Remove or ignore fields such as balance, tax code, and other Xero-specific columns.
• Exclude balance sheet accounts from the import file.