Step 1: Open the Xero CSV converter
Start with the matching Statemently converter: /templates/xero-bank-import-csv. Upload the source file and let the converter build a structured output instead of copy-pasting rows by hand.
Xero can import CSV statement lines with date, amount, description, and optional reference fields.
Step 2: Review the preview
Before downloading, check the first rows. Confirm headers, dates, signs, and any balance or reference columns that matter for your workflow.
Use clear descriptions and references so reconciliation rules can match transactions.
Step 3: Download and use the file
Download the converted Xero CSV file and import or open it in the destination app. If you are preparing an accounting import, keep the original source file next to the converted file for audit history.
If the source is a PDF statement, convert it to Xero CSV before importing.