Creating Chart of Accounts in Xero

This task will create the chart of accounts in Xero using an XML file. This task can only be used on new Xero companies, where the chart of accounts hasn't been set up yet.

Settings

Connection

Required
The Xero connection to use. See Connecting to Xero if you require more information on how to create/manage connections.

Input File

Required The file containing the chart of accounts to upload to Xero.

Output File

Required The file to save the create setup summary to.

Zynk Settings

See Common Task Settings

Examples

Sample input file containing showing some accounts:

<?xml version="1.0" encoding="utf-8"?>
<Setup xmlns:ms="urn:schemas-microsoft-com:xslt" xmlns:zynk="http://www.zynk.com">
  <Accounts>
    <Account>
      <Code>0010</Code>
      <Name>Freehold Property</Name>
      <Type>Fixed</Type>
      <TaxType>NONE</TaxType>
    </Account>
    <Account>
      <Code>0011</Code>
      <Name>Leasehold Property</Name>
      <Type>Fixed</Type>
      <TaxType>NONE</TaxType>
    </Account>
    <Account>
      <Code>0020</Code>
      <Name>Plant and Machinery</Name>
      <Type>Fixed</Type>
      <TaxType>NONE</TaxType>
    </Account>
  </Accounts>
</Setup>