Xero Data Flow

How the Integration Works - Data Flow

What does the Derive + Xero integration do?

Derive connects to your Xero organisation to automate the accounts payable process. Instead of manually entering bills into Xero, Derive captures invoices, routes them through approval workflows, and syncs approved bills to Xero.

Data flow

Key things to understand

• Bills created in Derive flow to Xero after approval. Bills created directly in Xero are not routed through Derive approvals.
• Derive sync engine automatically runs once a day and can be triggered manually if required.
• Reference data is pulled from Xero. Changes to accounts, tax rates, tracking categories, contacts, purchase orders or bills in Xero are reflected in Derive after the next refresh.

Need help? Contact us at support@derivetechnologies.com or use the chat widget in the bottom-right corner of the Derive app.