Region-Specific Dates
Automatically formats dates for your Xero region (UK or US format).
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Integrate Upwork Transaction History with Xero Bank Statement CSV for freelance income tracking.
Free preview — then from $5. Save with bundles.Reports → Transaction History → Download CSV
Upload Transaction History CSV CSV and choose Bank Statement format
Review converted data, download Xero-ready file
Accounting → Bank Accounts → Select Account → Import Statement
Your file is ready for Xero Bank Statement CSV — just upload it, no extra steps needed.
For complete accounting, import all transactions. Service fees are tax-deductible business expenses.
Yes, Xero accepts CSV files for bank transactions. Use the Import Statement feature and map your CSV columns to Xero fields.
Xero supports OFX, QFX, CSV, and QIF formats. OFX format typically requires less manual adjustment than CSV when importing.
Issues you might encounter when importing Transaction History CSV data to Bank Statement - and how we solve them
Upwork uses 'MMM DD, YYYY' format
Jan 15, 2024
15/01/2024 (UK) or 01/15/2024 (US)
Dates automatically converted to Xero region format
Select correct Xero region
How Upwork Transaction_History fields map to Xero Bank Statement
| Upwork Transaction_History | Source Value | Xero Bank Statement | Target Value | Note | |
|---|---|---|---|---|---|
Date |
Jan 15, 2024 |
→ | Date |
Jan 15, 2024
|
Transaction date |
Amount |
500.00 |
→ | Amount |
500.00
|
Transaction amount |
Description |
Web Development Project |
→ | Description |
Web Development Project
|
Job title |
Ref ID |
1234567890 |
→ | Reference |
1234567890
|
Transaction reference |
Automatically formats dates for your Xero region (UK or US format).
All transactions labeled 'Upwork' for easy bank rule creation.
Transaction IDs stored in Reference field for easy lookup and reconciliation.
Choose to import all transactions or just income for flexible accounting.
Process multiple months of transactions in one upload.
Your Upwork financial data processes locally. Never uploaded to any server.
Each transaction becomes one bank statement line
One row per transaction
Date,
Type,
Amount
One row per transaction
Your Upwork → Xero Bank files stay on your device. Processing happens client-side, nothing leaves your machine.
Your Upwork → Xero Bank files are never cached, logged, or stored anywhere. Every session is ephemeral.
Designed for data sovereignty. No third-party trackers or analytics touch your Upwork → Xero Bank files.
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All available data flows from Upwork to Xero
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