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KB Home / Accounts Production / I have just imported from Xero and want to use the same mappings on a...

I have just imported from Xero and want to use the same mappings on a different client, can I use the same import map?

Article ID: 2804
Last updated: 10 Sep, 2021

Yes. Importing for the first time on a new client:

  1. Select Posting > Import Trial Balance > Third Party API > Xero

  2. It is now mandatory to enable Two-factor Authentication when using Xero

    If you have not enabled it in Admin Centre, when you go to Accounts Production→Import Trial Balance and select Xero, the following NOTE is displayed:

  1. Click Enable 2FA. Then click Cancel, close Accounts Production and log out of TaxCalc and log back in following steps from KB3187 - How to Set Up Two-Factor Authentication (2FA)
  2. Once you've logged back into TaxCalc, open the Accounts Production.
  3. Select Posting > Import Trial Balance > Third Party API > Xero
  4. Select Existing import map
  5. Select Show clients Xero maps
  6. Select the required client and click Use
  7. Continue through the wizard to complete import

Following first import:

  1. Select Posting > Import Trial Balance > Third Party API > Xero
  2. Continue through authentication process
  3. Select Change Import Map (from Import Trial Balance: Code Mapping screen)
  4. Select Show clients Xero maps
  5. Select the required client and click Use
  6. Select Override to replace all existing mappings OR update to apply missing mappings from the selected clients map
  7. Continue through the wizard to complete import
Article ID: 2804
Last updated: 10 Sep, 2021
Revision: 3
Views: 1987
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folder Accounts Production -> General Use

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