Using Your Xero Data in/from DocFlite

Now you're connected, you can retrieve a contact from Xero when creating a document by choosing to 'Import the Contact':

When adding costs to your quote, you can lookup products from Xero. Just click on LookUp a product on the bottom left of the costing screen;

You can then search for items you have in Xero, like this example below:

The final step to make sure that when a Quote is accepted, an Invoice will be created in Xero is to add Integrate to your Workflow.

To do this, you will need to go to your Document Manager. Go to the main menu on the left hand side of your screen and then select Admin>Document Manager

Then select the appropriate Document Type. For Example 'Proposal'

Go to your Sent Status and find the Accept/ed Workflow. Click 'Add Task'

You will then be presented with drop down menu to select your Task Type. From this select Integrations. Your task will be automatically given the name Integrations but you can name this something more meaningful if you prefer. Now click 'Create Task'

The task will now appear at the end of your workflow.

To complete the process, you will need to move it so it comes before 'Move to Accepted'

Click on the Integrations task to open it and select the direction it needs to be moved;

Your completed Accept Workflow will now look like this;

Any future Quotes that are Accepted will automatically generate an Invoice in Xero ready for you to check and send.