Import Direct From Xero Into Capium

Capium Team Capium Team

We Are Live With Xero!

We're delighted to develop the Capium ecosystem a step further and enable Xero imports. No more CSV files. No more fuss. Getting your data into Capium tax services has never been easier - through our mobile app, bank feeds, collaborative dashboard and Xero import - your data automatically filters through to the right place. Join the Capium Club now - award-winning software with over 1000 UK Accounting Firms.

Importing The Trial Balance Is Easy

A simple and effective solution for your clients running Xero.

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    Open your Capium dashboard and navigate to the Accounts Production module

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    Find the "Import a trial balance" functionality, under client tasks

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    Switch mode of import to "Xero"

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    Then continue to import the trial balance... done.

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“We were growing tired of desktop software with problematic updates that had to be downloaded and applied frequently, expensive multiple user licensing and maintaining a costly IT infrastructure to run the desktop software for multiple users who worked in different locations. Then, along came Capium. Everything we needed, all in the cloud, easy to use and inexpensive. Did we mention the great customer support? What’s not to like? We love it!”

Russells Associates Ltd Chartered Accountants (Essex)


Module Reviewed

Full Suite

Date of Publication

20th August 2017

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