If you use Xero, Bridge Select can build the import file for you. Set up once how each certificate should appear in Xero, then download a CSV from the Completed tab of your jobs whenever you need it. Each certificate on a job becomes its own line in the file, using that certificate's settings.
All names, jobs and prices in this guide are demo data.
🔌 Turn on Xero
Go to Settings > API and Integrations, find the XERO card and click Configure.
Switch on Enable XERO and click Save. Allowed Tabs is always Completed for retailers, so there is nothing to choose there. Once saved, the settings for each certificate appear below.
⚙️ Set up your certificates
There is one block for each certificate your account can claim, for example Solar PV STCs, Battery STCs, PRCS(BESS1) to PRCS(BESS5), Hotwater STCs, VEECs, ESCs and REPS, and Aircon VEECs and ESCs. Fill in the ones you use, then click Save at the bottom of the page.
What each field does
| Field | What it does | If left blank |
|---|---|---|
| Invoice Number | The invoice number in Xero. Xero groups lines with the same invoice number into one invoice, so the certificates on a job can share one invoice. | The PO number for Solar PV STCs, Battery STCs and BESS1. Otherwise built from the customer name and address. |
| Description | The line description. | The PO number. VEECs, ESCs and REPS use, for example, "VEECs for customer - address". |
| Inventory Item Code | Your Xero item code for this certificate. | STC for STCs, PRC for BESS1, otherwise empty. |
| Account Code | The Xero account the line is coded to. | Empty |
| Tracking Name 1 / Option 1 | Your first Xero tracking category and option. | Option 1 is SPV or Non SPV for Solar PV STCs, and BSTC or BESS1 to BESS5 for battery certificates. |
| Tracking Name 2 / Option 2 | Your second tracking category and option. | Empty |
| Currency | The currency code, for example AUD. | Empty |
Tokens
Invoice Number and Description can include tokens, which are replaced with the job's details when you download. Click a token to add it where your cursor is.
| Token | Replaced with |
|---|---|
{Customer Name} | The customer's first and last name |
{Customer Address} | The installation address |
{Po Number} | The job's PO number |
{Crmid} | The CRM ID on the job |
{Retailer Name} | Your company's legal entity name |
{Current Date} | The download date, as YYYYMMDD |
⬇️ Download the Xero file
Go to Jobs > List for the job type (Solar PV,
Battery, Hot Water or Aircon) and open the Completed tab. Use the month, search and filters to show the
jobs you want: the file includes exactly the jobs listed. Then click Download
.
Choose what to include and click Download:
- Payment status: Both, only Paid, or only Unpaid certificates.
- Certificates to include: one tick box for each certificate you can claim on this job type. Untick any you don't want in the file.
If a certificate on these jobs isn't completed yet (for example a BESS2 that is still STARTED), you're asked whether to include it. Click Yes to include it or No to leave it out. The pencil opens the job in a new tab.
The file downloads as <number> - completed jobs - xero.csv, ready to import into Xero.
📄 What's in the file
The file uses Xero's standard CSV import columns, with one line per certificate. Using the settings above, the demo jobs give:
| Invoice Number | Invoice Date | Due Date | Item Code | Description | Qty | Unit Amount | Tracking Option 1 |
|---|---|---|---|---|---|---|---|
| PO-1001 | 13-10-2026 | 22-10-2026 | STC | STCs for Sam Sample - 1 Demo Street Sydney NSW 2000 | 52 | 38.20 | NSW |
| PO-1001 | 13-10-2026 | 22-10-2026 | BSTC | PO-1001 | 13 | 37.50 | BSTC |
| PO-1001 | 13-10-2026 | 16-10-2026 | PRC | PO-1001 | 21 | 14.10 | BESS1 |
| PO-1002 | 14-10-2026 | 23-10-2026 | STC | STCs for Alex Example - 2 Demo Street Sydney NSW 2000 | 38 | 38.20 | NSW |
- Contact Name: your company's legal entity name.
- Invoice Date: the date the job was completed.
- Due Date: 3 business days after the invoice date for SPV jobs and BESS certificates, otherwise 7 business days.
- Quantity: the number of certificates, rounded down to a whole number.
- Unit Amount: the price per certificate on the job.
- Tax Type: GST on Expenses when the job's owner is a business, otherwise GST Free Expenses.
- The email and postal address columns are left empty.
Lines that are left out
- Certificates waiting on a request for information (RFI).
- Certificates the job doesn't claim, or that you unticked.
- Certificates outside the payment status you chose.
- Jobs that aren't listed in the Completed tab, for example from another month or hidden by a search or filter.
❓ Common questions
- I can't see the Download button.
- An admin needs to switch on Enable XERO in the Xero settings, and Xero export needs to be switched on for your company by Bridge Select. The button is only on the Completed tab.
- Can I download from other tabs?
- No. The retailer Xero file always comes from the Completed tab.
- A certificate is missing from the settings or the download options.
- Only the job types and certificates enabled for your account are shown. Contact support if one is missing.
- Can my team download the file?
- Yes. Anyone in your team can download once Xero is enabled. Only admins can change the settings.
For platform support, please contact your Bridge Select representative.
Still need a hand?
If you have any questions, please do not hesitate to reach out to us.
Contact the BridgeSelect Support Team