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How to set up a new flow for Xero Timesheets
How to set up a new flow for Xero Timesheets
Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

Steps:

  1. In the Connections tab, ensure you have connections with both Dashpivot & Xero

  2. Select the Flows tab at the top & click Create Flow under Xero
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  3. Select 'Populate Xero Timesheets with data from Dashpivot'

  4. Configure the flow by adding a flow name, linking it to the relevant template ID and mapping the relevant fields to the appropriate options from Xero
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  5. Click Add to add more sources from Dashpivot to link with Xero (you can click Remove on the right hand-side to remove that link)

  6. Once you've finished, click Save

In the below section, you can see how to setup flows for the 4 most common timesheet configurations:

Weekly Personal Timesheet

Daily Personal Timesheet

Daily Crew/Team Timesheet

Weekly Crew/Team Timesheet

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