Importing CSI or NAHB Codes into Xero Inventory Items List

Below are csv files that can be used to import Untracked Inventory Items in Xero. For commercial contractors, either CSI 95 or 2012 format would be recommended and for residential contractors NAHB.

Important Things To Know

• Importing Untracked Inventory Items is optional and may be used when a blank Xero database has been prepared or if a company chooses to move to a industry standard coding structure.
• Xero can import up to 1000 file lines, not including the header.
• Inventory Items can not reference a parent item so the imported cost codes structure is not tiered.

Preparing the Untracked Inventory Item List for Import

1. Download one of the CSV (*.csv) files below and open it in Microsoft Excel.
2. Do NOT do the following:
   • Rename the column headings in the first row
   • Delete columns
   • Move columns
3. Update the PurchaseAccount and SalesAccount columns in the spreadsheet with the appropriate Chart of Account. These accounts must exist in Xero prior to importing.
4. There can be no account reference in InventoryAssetAccount and CostOfGoodsSoldAccount so please leave these columns blank.
5. Save the spreadsheet in CSV format.

Construction Industry Standard Service Items

• CSI 95 Format - Divisions
• CSI 95 Format - Divisions and Majors
• CSI 2016 Format - Divisions
• CSI 2016 Format - Divisions and Majors
• National Association of Home Building (NAHB)

Import Instructions For Xero

1. In Xero, go to Business Tab, then select Products and Services.
2. Click Select File (or Drag and Drop the CSV file into the rectangle).
3. Click on 'Select File'.
4. Locate the CSV file that contains the cost code you saved on your computer and select it.
5. Click Next to import your file. After you have selected the CSV to import into Xero, you can review the Import Summary before completing the import process.
6. Select Complete Import to import your file.
7. Once imported, go to Accounts, then select Inventory to see your items.