When you first create your company in Dokka, you will need to connect the company to Xero
If you are not already in the Settings screen, click the profile icon on the top right and select the Settings option from the list.
Click the Integrations link and select Xero.
Click the Connect to Xero button.
The integration will connect to Xero automatically. Xero may ask you to log in.
Once this is done, you will be prompted to allow Dokka to access Xero's files. Click Allow access.
That's it! Xero and Dokka are now integrated. When processing documents in Dokka you will have access to all of the vendors, accounts, and codes in Xero. Now, get to work
If you have any questions or problems, please do not hesitate to contact us via the Chat link or email.