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DocFila and Xero

CSV export only. FinFlow can export invoices and bills as a CSV file laid out for Xero's bill import. DocFila has no live connection to Xero.

What you can do today

CSV export only

In FinFlow › Reports, choose the Xero CSV export, then import the file in Xero yourself. Nothing is sent to Xero automatically.

Where integrations live in DocFila

There is no single Integrations screen. Cloud storage is in Settings › Cloud Sync and in a team workspace's Connectors tab. Slack, Gmail and Salesforce sign-in is in an organization's Settings. Accounting exports are in FinFlow › Reports. Outbound webhooks are an action in Tools › Workflows.

Export to Xero from FinFlow

Create the CSV in FinFlow › Reports, then import it in Xero.

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