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Xero Updating Inventory Codes

When prices change, eg ACC price updates you can bulk edit your prices in Xero, using Excel.

Export your Xero Inventory Codes to csv

  1. Log into Xero.

  2. In the Business menu, select Products and services.

  3. Click Export, then select CSV.

For more detail, see Xero's help page: Export-inventory-items-out-of-Xero

Export Xero CSV

Make your changes

  1. Open the csv file in Excel.

  2. Update any prices that have changed. You can copy/paste multiple rows at a time if the hospital has sent you the price changes in spreadsheet form.

  3. Add any new codes if required.

  4. Save your CSV. Do not save as xlsx, ensure it stays as a CSV file.

Important

Ensure you keep the column order the same, and keep the account codes, GST etc the same.

Import your Xero Inventory Codes back into Xero

  1. Log into Xero.

  2. In the Business menu, select Products and services.

  3. Click Import, then select Items.

  4. Under Upload items, click Select file to locate and select your inventory items template saved on your device.

  5. Click Next.

For more detail, see Xero's help page: Import-inventory-items-into-Xero

Xero Import CSV

Sync your Inventory Items to Elixir

Head back to your Elixir account and navigate to Admin > Xero Accounts

Click on the Sync Items icon. When it shows a green tick, your items will now be available in Elixir.

Xero Sync Items

Now when you create an invoice, you can use the billing codes that you have updated.