How to Export Data from Xero and Import It into clariBI

How to Export CSV Data from Xero and Import It into clariBI

Xero is a powerful cloud accounting platform trusted by millions of small businesses worldwide. Exporting your Xero data into clariBI lets you use AI to uncover cash flow patterns, compare expenses across periods, and get instant answers about your financial health.

What You Can Export from Xero

• Profit and Loss reports
• Balance Sheet reports
• Aged Receivables and Aged Payables reports
• Bank transaction statements
• Contact lists (customers and suppliers)
• Invoice details and history
• Budget vs. actuals summaries
• Trial Balance reports

Export CSV Data from Xero

Method 1: Export Accounting Reports

1. Log in to your Xero account at login.xero.com
2. Click Accounting (or Business depending on your region) in the top navigation bar
3. Select Reports from the dropdown menu
4. Choose the report you want to export (e.g., "Profit and Loss" or "Balance Sheet")
5. Set your desired date range and any other filters at the top of the report
6. Click Update to generate the report with your settings
7. Click the Export button (located at the bottom of the report page)
8. Select Excel, PDF, or Google Sheets from the export format options (note: CSV is not available for standard financial reports like Profit & Loss or Balance Sheet — CSV export is only available for certain data exports such as contacts, chart of accounts, and transactions)
9. The file will download to your computer automatically

clariBI Tip: You can upload the exported Excel file directly into clariBI — there is no need to convert it to CSV first.

Method 2: Export Contacts

1. From the top navigation, click Contacts and then select All Contacts
2. Use the search bar or filter options to narrow your list if needed
3. Click the Export button at the top of the contact list
4. Choose CSV as the export format
5. Your contact list will download as a CSV file

Method 3: Export Bank Transactions

1. Navigate to Accounting (or Business) > Bank Accounts
2. Click on the bank account you want to export transactions from
3. Click the Account Transactions tab to view the transaction list
4. Set your desired date range
5. Click the Export button and select CSV
6. The transaction list will download as a CSV file

Tips for Clean Exports

• Use the date range filters to limit data to the period you want to analyze — this keeps your CSV files manageable in size
• When exporting reports, choose the "Detail" view rather than "Summary" to get line-item data that clariBI can analyze more effectively
• Xero standard reports export to Excel, PDF, or Google Sheets — clariBI accepts Excel files directly, so no conversion is needed

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Xero - Bank Transactions Jan-Mar 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is my average monthly operating expense this year?"
- "Show me my outstanding receivables by aging bucket"
- "How does this quarter's revenue compare to last quarter?"

clariBI's AI will automatically analyze your data and suggest relevant insights.