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Dext Legacy
Getting Started
  • Adding Clients
    • Client List
    • Bulk Client Import for Xero Clients
    • Add a Xero Client
    • Unintegrated Clients
    • Add a QuickBooks Online Client
    • Syncing Clients to Xero & QBO
  • Client Settings
    • Client Overview
    • Client Visibility
    • Client Tags
    • Tax & Control Accounts
    • Syncing Clients
  • Team Settings
    • Completing Workflows
    • Team Subscription & Billing
    • Inviting team members
    • Team Roles and Settings
    • Account Managers
    • Enterprise Team Roles
    • Two Factor Authentication
  • Workflows
    • New Precision Sidebar Changes
    • Workflows Dashboard
    • Repeating Workflows
    • One-Off Workflow
    • Creating a Workflow
    • Workflow Templates
    • Custom Checks
  • Integrations
    • How Do We Interact with Xero?
    • Managing the Xero connection
    • Connecting to HMRC for VAT (UK Only)
    • Companies House
    • Go Proposal
    • Senta
    • Precision API
  • Getting Started Guides
    • New Precision Sidebar Changes
    • Steps to Get Started with Precision
    • Get started setting up Workflow Templates
    • Get Started with Precision for Monthly Bookkeeping
    • Precision VAT Guide

How Do We Interact with Xero?

How do we interact with Xero?

The diagram below illustrates the general process flow between Dext Precision and Xero, from connecting a client to Precision through to automated syncing overnight. You can see the Xero data we import into a Dext Precision client in the Xero Organisation:

Screenshot 2021-12-07 at 13.43.14.png

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