Updating Chart of Accounts in Xero

This task will update the chart of accounts in Xero using an XML file.

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 imports 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 the conversion date and balances for accounts:

<?xml version="1.0" encoding="utf-8"?>
<Setup xmlns:ms="urn:schemas-microsoft-com:xslt" xmlns:zynk="http://www.zynk.com">
    <ConversionDate>
        <Month>11</Month>
        <Year>2015</Year>
    </ConversionDate>
    <ConversionBalances>
        <ConversionBalance>
            <AccountCode>0020</AccountCode>
            <Balance>50000</Balance>
        </ConversionBalance>
        <ConversionBalance>
            <AccountCode>0021</AccountCode>
            <Balance>-3485</Balance>
        </ConversionBalance>
        <ConversionBalance>
            <AccountCode>0040</AccountCode>
            <Balance>16900</Balance>
        </ConversionBalance>
    </ConversionBalances>
</Setup>