Menu

Download/Install

Download and Install PostTrans for Xero

Steps to Install PostTrans for Xero:

1) Requirements

PostTrans is an Excel add-in for Microsoft Windows running under Windows. 

Unfortunetly the Mac version of Excel does not support such addons.

2) Install the Program

Run the following install program, logged in as user who is going to use PostTrans fro Xero, no admin rights are needed.  PostTrans is installed on a per user basis.

3) Test the program

Test: Open Excel and you will find a new "PostTrans Xero" tab.  

  1. Press the Help button on the PostTrans toolbar (see below), and select the first example sheet in the list.  

  2. Press Extract to extract some data from demo company

  3. Edit one record slightly

  4. Press Import button. 

  5. If used for the first time on the network, PostTrans will ask for you company name, please enter sensible data.

  6. You may need to press Import again if need be.

  7. The edited record will then have been updated in Xero.

  8. Press Extract again to extract data and your change should be shown, if so all works fine.

5) Evaluate, Purchase and Unlock

PostTrans will work fully with the Xero Demonstration company.  When used with a live Xero company, it will ask for Credit Card details.   Your credit card will be debited every month, and subsequent renewals can be cancelled at any time.  See Xero Prices

PLEASE NOTE : The Standard version will only allow the select of ONE live company per day. The Pro version has no such restriction.

6) Shared Network Installation

If you have many users, you can create a folder on a network share and allow PostTrans to use it as a central depository for upgrades.  These are then rolled out to users when published.   See Shared Network Installation

Installation FAQ

See our FAQ section

Help and Demo

Online Training: see the online training page for a complete training on PostTrans.

Demonstration Video

 
 
   PostTrans for Xero how to Install
  0:00 Download
  0:30 Run install
  1:20 Toolbar in Excel
  2:80 Grant Xero access first time used
  3:00 How to select a Xero Company within PostTrans
  3:20 Registration
  4:00 Company Selection
  4:40 How to grant access to another Xero company
 
 

Versions