Import CSI or NAHB codes into Xero inventory items list

• Importing untracked inventory items is optional. This is typically used when setting up a blank Xero database or when switching to an industry-standard coding structure.

• Xero can import up to 1,000 file lines, excluding the header row.

• Inventory items cannot reference a parent item, so the imported cost code structure is not tiered.

1. Download one of the following CSV files:
   • CSI 95 format with divisions
   • CSI 95 format with divisions and majors
   • CSI 2016 format with divisions
   • CSI 2016 format with divisions and majors
   • National Association of Home Building (NAHB) format
2. Open the file in Microsoft Excel.

3. Update the PurchaseAccount and SalesAccount columns in the spreadsheet with the appropriate chart of accounts.

   These accounts must already exist in Xero before importing the file.

   Do not rename the column headings in the first row, delete any columns, or move columns.

   Leave the InventoryAssetAccount and CostOfGoodsSoldAccount columns blank, as account references are not supported in these fields.

4. Save the spreadsheet in CSV format.

1. Log in to Xero and select Sales > Products and Services > Import > Items.

2. Drag and drop the file into the designated area within the Upload Items section.

   Alternative, use the Select File option to find and upload the file from your local drive.

3. Select Next.
4. Review the import summary and select Complete Import to finish the import.

Next step: Go to Sales > Products and Services to view the list with the imported items.