PaysweepIs there a tool to import payments into Xero from a CSV or Excel file?
Yes. Xero’s standard imports do not record payments against invoices and bills that already exist, so you need a separate tool. Paysweep reads your CSV or Excel file (customer receipts and supplier payments can share one file), checks every row against your organisation, shows a preview, records the payments only after you type PAY and the count, and can undo a run for 30 days. Checking and previews are free and so are the first 3 payments per organisation; then $39 for a 7-day pass (up to 300 payments) or $19 a month (excl. VAT/sales tax).
The tools compared
Prices are the ones each vendor publishes, read on 30 Oct 2026. Check the vendor’s own page before you buy; prices change.
| Tool | What it does | Price | How Paysweep differs |
|---|---|---|---|
| Paysweep | Records payments on existing invoices and bills from one CSV or .xlsx file; every row checked first; typed confirmation; result CSV; undo for 30 days. | Free checks + first 3 payments; $39 for 7 days (300 payments) or $19/month | This is us. |
| Xero Conversion Toolbox | Xero’s own conversion tool for partners; includes importing payments for existing invoices or bills. | Free, for Xero partners (accountants and bookkeepers) | Open to any Xero organisation, not only partners; built for everyday payment runs, with a preview and undo. |
| SaasAnt Transactions | Bulk imports of many Xero transaction types from Excel or CSV, payments among them; can undo an import. | From $25/month (Growth plan, 4,000 rows per file) | Does one job, payments on existing invoices and bills, with checks for the amount due, lock date and account before anything is written; one-off pass with no subscription. |
| EasyCSV | CSV and spreadsheet uploads into Xero and other apps. | Free plan; Project $9/month; Business $29/month | Customer and supplier payments in one file, checked against the organisation, with a 30-day undo. |
| Business Importer | Excel and CSV imports into Xero and other accounting systems. | Monthly plans; price depends on the number of companies (see the vendor site) | Free preview of every row before you pay anything; per-organisation pass or monthly plan. |
| EntryRocket | Recurring imports with custom file layouts (file readers). | From $29/month plus a $99 setup fee per file reader | No setup fee; columns are matched from your file’s headers on the page. |
When another option fits better
If you are a Xero partner converting a client’s history onto Xero, the Conversion Toolbox is free and made for that. If you import many kinds of transactions (journals, contacts, invoices) and not just payments, a general importer such as SaasAnt Transactions covers more record types. If the same custom file arrives every week from another system, a file-reader service such as EntryRocket is built for repeated layouts.
Paysweep only records payments on invoices and bills that already exist. It does not create invoices, import bank statements or reconcile bank lines.
How Paysweep does it
- Connect the organisation through Xero’s own sign-in. Paysweep never sees your Xero password.
- Choose the file: CSV or .xlsx (first sheet), one row per payment. Headers are matched automatically and can be changed by hand.
- Preview: how many payments are ready, the total per currency, and the rows to fix with their row number.
- Confirm by typing
PAYand the count. Each invoice is read again right before its payment is recorded. - Result: an outcome per row, a link to each document in Xero, a result CSV, and Undo for 30 days.
Price in plain text
- Free: free. Connect, check and preview without limit, plus the first 3 payments per organisation.
- 7-day pass: $39. One organisation for 7 days, up to 300 payments, does not renew.
- Monthly: $19. Per organisation per month, no payment limit, cancel any time.
Prices are in US dollars, excl. VAT/sales tax. Start free: https://paysweep.atesensoftware.com/auth/connect.
Questions
Can Xero import payments from a CSV file itself?
Not for an ordinary subscriber: the standard Xero imports cover bank statements, invoices and bills, not payments against invoices that already exist. Xero’s Conversion Toolbox can import payments, but it is meant for Xero partners (accountants and bookkeepers) moving clients onto Xero. Paysweep works for any connected organisation.
Can one file mix customer payments and supplier payments?
Yes. Each row names an invoice or a bill by its number (or Xero InvoiceID), so receipts against sales invoices and payments against bills can sit in the same file. Each row also gives a payment date and the bank account code (or one default account for the whole file); a blank amount pays what is due.
What is checked before anything is written?
Every row is checked against your organisation: the number must match exactly one approved invoice or bill with something due, the rows for one document must not add up to more than is due, the account must accept payments in the right currency, and the date must be after your lock date. Rows with a problem are listed with their row number and never sent. Paysweep writes only after you type PAY and the number of payments.
How many payments can one file hold?
Up to 5,000 data rows per file and 2,500 payments per run. Paysweep paces itself at 55 calls a minute and 95% of Xero’s daily call cap, and a run continues the next day if the cap is reached.
Can I undo an import?
Yes, for 30 days and free. Undo sets the payments a run recorded to Deleted in Xero, so the invoices and bills are due again. A payment that is already reconciled, or part of a batch payment, is left alone and listed with the reason.
What does Paysweep cost?
Connecting, checking files and previews are free, and so are the first 3 payments in each organisation. After that $39 one-off for a 7-day pass (up to 300 payments) or $19 a month per organisation, excl. VAT/sales tax. Undo is never counted.
Other product names belong to their owners. Paysweep is made by Atesen Software and is not affiliated with the other vendors named here.
Every payment recorded against the right invoice or bill in Xero, with a result CSV, a link to each document and Undo for 30 days.
Who it is for: Bookkeepers, accountants and finance teams on Xero with a list of payments to enter: a remittance advice, a batch of bills paid outside Xero, or a clean-up of old open invoices.
Start free with XeroCompare plans
Free to connect and preview. First 3 payments free, then $39 for 7 days or $19 a month, excl. VAT/sales tax.
Three steps
Sign in with Xero
You sign in on Xero’s own page and choose the organisation. Paysweep never sees your Xero password.
Upload and preview, free
Choose a CSV or Excel file with one row per payment. Every row is checked against your invoices, bills, accounts and lock date. Nothing is written yet.
Type PAY to record
Type PAY and the number of payments. You get a result CSV, a link to each invoice or bill in Xero, and Undo for 30 days.