Xero Credit Note CSV Validator

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Validate Complete

Validation Report Format
validated

Check your credit note CSV for errors before importing to Xero.

No API required
Browser-based processing
Run on Google Cloud Platform

Download Clean Sample

Valid Xero credit note CSV (no errors)

Clean Template

Download Error Sample

Sample with validation errors for testing

Error Example

How It Works

1

Prepare CSV File

Export or create your credit note CSV with required columns

2

Select Region

Choose your Xero organization's region for date format

3

Upload File

Drop your CSV file or click to browse

4

Review Results

See validation summary and detailed error list

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files are processed directly in browser. No calls to our servers.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Why Validate Credit Notes Before Import?

Avoid Sign Errors

Xero credit notes require POSITIVE amounts (Xero treats them as credits automatically). Negative amounts cause import errors or incorrect accounting.

What This Tool Checks

We validate your credit note CSV against Xero requirements: - Required columns present (ContactName, CreditNoteNumber, CreditNoteDate, Description, Quantity, UnitAmount, AccountCode, TaxType) - Regional date formats (DD/MM/YYYY or MM/DD/YYYY) - Amounts are POSITIVE (Xero convention) - CreditNoteNumber is unique You get a detailed error report with row numbers to fix issues.

Common Target Import Errors

Issues you might encounter when importing Source data to Target - and how we solve them

Missing Contact Name

The ContactName column is required for each credit note

(blank ContactName)
John Smith

Each credit note needs a contact name (customer)

Add contact names matching the original invoice customer

Missing Credit Note Number

The CreditNoteNumber column is required

(blank CreditNoteNumber)
1001-R

Each credit note needs a unique CreditNoteNumber

Add credit note numbers; often use original invoice + '-R' suffix

Invalid Date Format

CreditNoteDate must match your Xero region format

2025-01-15
15/01/2025 (UK) or 01/15/2025 (US)

UK/AU/NZ uses DD/MM/YYYY, US uses MM/DD/YYYY

Reformat dates to match your Xero organization's region

Negative Amount on Credit Note

Credit note amounts should be positive (Xero treats them as credits)

-49.99
49.99

Use positive values; Xero automatically treats them as credits

Convert negative amounts to positive

Tax Type Not Found

TaxType must exactly match a configured tax rate in Xero

20% VAT
20% (VAT on Income)

Use exact tax rate names from Xero Settings > Tax Rates

Update TaxType to match Xero's configured tax rates exactly

Why Use This Tool?

Column Validation

Checks for required columns like ContactName, CreditNoteNumber, CreditNoteDate.

Positive Amount Check

Ensures amounts are positive (Xero credit note convention).

Regional Date Validation

Validates dates in DD/MM/YYYY (UK/AU/NZ) or MM/DD/YYYY (US) format.

Reference Linking

Validates Reference field format for linking to original invoices.

Browser-Based

Files processed locally. Your data never leaves your computer.

Instant Results

Get validation results in seconds.

Frequently Asked Questions

Required columns are ContactName, CreditNoteNumber, CreditNoteDate, Description, Quantity, UnitAmount, AccountCode, and TaxType. Optional: EmailAddress, Reference, DueDate, Currency.
Xero automatically treats credit note amounts as credits that reduce the customer's balance. Using positive values follows Xero's convention.
Use the Reference field to store the original invoice/order number. In Xero, you can then allocate the credit note against the matching invoice.
Our converter tools automatically convert negative refund amounts to positive. This validator warns if negatives are present.
Your file is processed entirely in your browser. No data is uploaded to our servers.