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If you maintain accounting records using spreadsheets, and are considering converting to Xero, the process you undertake is dependent on your spreadsheet layout. Assess what accounting information can be extracted from it. If the information is in a database format — for example, customers are listed in rows, with their details stretched out across columns — you may be able to easily manipulate data so it can be imported into Xero using templates available through Xero (see the sections ‘Downloading Xero templates’ and ‘Preparing data for import’, later in this chapter, for more information).

If, however, your spreadsheets have been maintained in a random fashion, transforming them to a suitable layout for importing data into Xero may be time-consuming.

It may be that you need to manually enter data, following the guidelines provided in Chapter 2. Alternatively, you may be able to adopt a hybrid approach, importing some data and manually entering the remaining data.