On the left hand side of the Orders and Invoices webpage, click on the link “Company Data” to access the records that are ready to be uploaded into Xero, i.e. those that have been processed by ASIC.
To upload a record into Xero you can do one of the following:
- Click on the company name. Click on the “Transfer Data” drop down and select “Add to Xero Contacts”. A message confirming a successful import will be shown at the top of the screen.
- Select the tick box next to the Company name, click on the “Transfer Data” drop down and select “Add to Xero Contacts”. A message confirming a successful import will be shown at the top of the screen.
