Xero Upload Invoices

This Bot takes the file containing the Invoice details in CSV format, logs into your Xero and uploads it to your account.

Top Benefits

  • Uploads Invoices to Xero account
  • Saved Man hours

Tasks

  • Uploads Invoices into your Xero Account
  • Automatically logs into your Xero account for importing
This bot is mainly used when you need to periodically add Invoices in your Xero Account. You can have a common folder where you put your CSV file containing the Invoice details on a weekly basis and all you need to do is simply run the Bot and it uploads the Invoices.

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • CSV file containing the Invoice details

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