Key functionalities:

  • If your organization uses Xero as the main accounting software and Fyle for all the expense management, then this integration is the bridge between the two systems.

  • The integration allows you to import all the expenses from Fyle and export them to your Xero account where it’ll be stored permanently for all accounting purposes.

  • Employees, expenses, card expenses, projects, and cost centers from your Fyle account can all be mapped to their equivalent features on Xero.

How it works:

Go to https://xero.fyleapps.com.

Click on Sign in with Fyle. (If you're signing in for the first time, you must go through the onboarding process. Read here to learn how to set up the integration)

If you’re already signed into your Fyle account on another tab, you will be signed into the integration app automatically. If not, enter the credentials and sign in.

Next, you’ve to select the Organization from your Fyle account which you want to connect to the integration app. This is the organization from which you wish to import and export expenses.

Click on Allow. You’ll now land on the dashboard of the Fyle Xero Integration app.

From the dashboard, you can directly import expenses from Fyle using the Advanced Import Settings and export them to Xero. You can also get a quick overview of the number of successful and failed exports on the right side of the dashboard.

You can carry out the Import and Export processes from the Import & Export page too.

You can use the Advanced Import Settings to import expenses with different configurations.

Click on the Advanced Import Settings button.

We now have three options under Advanced Import Settings.

1.Group Expenses Reported by an Employee by

  • Payment

  • Expense Report

  • Category

  • Merchant

You can also select multiple options to group the expenses. Leaving it empty will group all the employees' expenses together.

2. Import Expenses by State -

You can choose one of Payment Pending, Payment Processing, or Paid.

3. Date of Exporting Expenses to Xero

You can select one of these -

  • Current Date - This will set the export date to when the expense group is exported.

  • Verification Date - This will set the export date to the Verification date. This will group all expenses with the same verification date into one expense group.

  • Spend Date - This will set the export date to the Spend date. This will group all expenses with the same spend date into one expense group.

  • Approval Date - This will set the export date to the Approval date. This will group all expenses with the same approval date into one expense group.

Click on Save

Click on Import to import your expenses with the configuration selected.

Now Go to Export tab and click on Export button

The Export might fail if the mappings are missing, you can see the errors in Expense Group > Failed

On the Expense Groups page, you can see all the exports that were successfully complete or failed.

Clicking on one of the expense groups will give you more details about all the expenses in that group.

You may also set up an automatic process for importing and exporting expense groups. Click on Automated Import/Export under Settings in the left navigation bar of the app.

In order to set up the automatic process, you must ensure the toggle is enabled.

Then, select the Start Date and how often the process should repeat. And then click on Save. Now beginning on the start date, the automatic Import/Export process will be automatically run every x hours, x being the option you’ve set.

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