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Connecting to Xero

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Written by Elaine Amas
Updated over 3 months ago

To get started, go to Admin > Connect Integration...

...and Click on the Xero Connect button.

Next, enter your Xero credentials in the log in screen

Allow DocFlite access to Xero:

You'll be returned to the Integrations page. Click Settings on the Xero card:

Select a Default Account Code and Save:

You are now connected to Xero!

The final few steps of the Integration to Xero requires you add an Integration task to your Workflow.

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