Xero – WorkDo Dash SaaS Finance Add-On

Xero – Dash SaaS Add-On.Streamline your accounting workflow with the Xero Add-On for Dash SaaS. This powerful integration enables real-time synchronization of invoices, payments, contacts, and financial data between Dash SaaS and Xero. Designed for startups, SMEs, and finance professionals, it reduces manual work, ensures data accuracy, and simplifies end-to-end financial management.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

API Credential Setup for Easy Access

To start using this integration, you’ll need to enter your Xero API credentials into your system’s settings. This step is important because it securely connects the two platforms and allows data to start flowing between them. Once the API credentials are added, the link between your tools is active, and you can begin syncing information like invoices and accounts right away. It’s a quick setup process, but it opens the door to continuous updates and a much easier way to manage finances.

Simple Invoice and Account Syncing

It’s easy to start syncing your invoices and chart of accounts with Xero. All you need to do is enter your Xero login details in your system settings. After that, any invoice you create can be sent directly to Xero with just a few clicks. The same process works for syncing your chart of accounts. This keeps everything aligned between both systems so you can focus on running your business without worrying about financial updates.

Easy and Accurate Data Sync

One of the best parts of this integration is that it saves you from doing repetitive work. All your financial data, like payments, invoices, and bank activity, automatically updates between both systems. This cuts down on the time spent entering data by hand and helps you avoid errors. It also means your records are always correct and up to date without needing to double-check everything.

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On