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How to set up a new flow for Xero Bills
How to set up a new flow for Xero Bills
Erin Clazie avatar
Written by Erin Clazie
Updated over 8 months 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 Bills 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

  5. Once you've finished, click Save

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