On the first page, "Xero import", bookings can be exported from apaleo and converted and imported into xero. For an export you can select a period of a month, a day or a self-defined period. If several "Xero's Organisations" are configured in the Xero organisation config, a "Xero Organisation" must be selected for the import.
Additionally, you can select the status of the created manual journal. We recommend importing the transactions into the journal with the status "DRAFT". After import, you can correct the transactions in the xero application. You can import the transactions in status "POSTED" too.
The "Convert" button creates an export of booking data from apaleo for the selected period and tries to convert it into an internal xero format.
You can find out what errors can happen during import, the cause and how to fix them in the description of most common errors and warnings during an import.
The booking transactions are imported as a manual journal in status draft:
For each booking day, one separated manual journal is created. You can read more about the conversion of the apaleo transactions into xero bookings on the page Converting apaleo's bookings to xero.