CSV Import

Introduction

You can upload a bulk list of rules into Connex for Xero. The most common is a one to one mapping of SKUs, though you can upload a list of any rules. 

Mappings Required

If your product SKUs match your Xero item names, then there is no need to create a mapping. Many customers use these spreadsheets if they have no SKUs or if their online store, like Amazon, generates SKUs different than the Xero item names.

Getting Started with SKU Mapping

Here are the steps:

  1. Login to connexfx.com
  2. Go to the bulk upload page.
  3. Download the sample CSV.
  4. On the left column, enter the Xero item name. On the right, enter the product SKU from your online store. If you are an Amazon customer, place the ASIN in the product SKU column.
  5. Upload the spreadsheet.

No SKUs

If your products have no SKUs, you can map the product names to the Xero item name.

  1. Login to connexfx.com.
  2. Go to the bulk upload page.
  3. Download the sample CSV.
  4. On the left column, enter the Xero item name. On the right, enter the product name from your online store. 
  5. Upload the spreadsheet.

Other Rules

You can upload any of the advanced rules into Connex for Xero. For more info, see our article on advanced rules.

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