Connect through Plaid
Connect Lemma to Xero through Plaid and your transactions import automatically. See Plaid for how to connect.Export a Xero bank statement
If you’d rather import transactions yourself, download them as a CSV formatted for Xero’s bank statement import.1
Filter to one account
On the transactions page, filter
to the Lemma account you want to import. Xero imports each file into a
single bank account, so a file covering several Lemma accounts would land
all of them in one Xero account.
2
Export
Click Export and choose Xero.
3
Import into Xero
In Xero, open the matching bank account and import a CSV bank
statement.
The column headings match Xero’s field names, so mapping them is quick, and
Xero remembers the mapping for later imports.
If you don’t see the Xero option under Export, contact Lemma to turn
it on for your entity.