Amex Statement Import in Xero – Free CSV Guide

Q: What date format does Xero need?

Xero aapki organization settings ke hisaab se DD/MM/YYYY ya MM/DD/YYYY accept karta hai — import before format match do warna dates galat aayengi.

Last updated: 16 August 2026

Why Import Amex into Xero?

For reconciliation in Xero you need the statement data. Amex's native CSV only covers 90 days — the full statement only comes as a PDF. Isliye: PDF → CSV → Xero import. Our free converter conversion 30 seconds me karta hai.

Step 1: Convert PDF to CSV

Open the tool → Amex PDF upload do
Download the Excel file
File → Save As → CSV
CSV me only 4 columns: Date, Description, Debit, Credit

Step 2: Xero Import Format

Xero bank feed import for CSV columns: Date, Amount, Payee, Description. Mapping:

Date → Date (MM/DD/YYYY ya DD/MM/YYYY — Xero org setting)
Amount → Debit (positive) / Credit (negative)
Payee → Description

Step 3: Upload to Xero

Xero → Accounting → Bank Accounts → Amex account
Import a Statement → CSV file
Date format aur columns check do
Import do → transactions "Bank Statement" section me
Reconcile: match do feeds ke saath

Tips for Clean Xero Import

Check the org date format in Xero first (settings). Avoid duplicates: import once per month. Check fee/interest transactions separately.
Reconciliation me difference zero hone tak match do

Convert your statement — free!
🚀 Open the Tool

Frequently Asked Questions

Q: Does Xero accept CSV imports on all plans?

A: Haan — bank statement CSV import sab Xero plans me available hai (Accounting → Bank Accounts → Import a Statement).

Q: What date format does Xero need?

A: Xero accepts DD/MM/YYYY or MM/DD/YYYY per your organization settings — match the format before importing or the dates will be wrong.