Xero imports need clean transaction data. ClearlyLedger converts bank statement PDFs into CSV rows that are easier to map into Xero bank account imports.
Before importing into Xero, convert the PDF statement into a CSV with clear date, description and amount columns.
Splitting debit and credit into separate columns makes review easier and reduces sign mistakes during import mapping.
A Xero import is only as accurate as the CSV. Balance verification helps catch rows that were missed during PDF extraction.
If the converter flags a discrepancy, fix the extraction before importing rather than reconciling bad data later.
International bank PDFs vary by date format and currency display. A converter should infer dates and normalize amounts before export.
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