Before you can start importing expenses from Fyle and exporting them to Xero, you must follow the onboarding process to set up the integration.Follow these steps to set up the integration:

1. Sign in to the Fyle Xero Integration app

  • If you're already signed into your Fyle account on another tab, you'll be signed in to the integration app automatically. If not, enter your Fyle account credentials to sign in.

2. Connect to your Fyle Account

  • After entering your login credentials, you need to allow the integration app to access your Fyle Account.

  • If you have multiple organizations on your Fyle Account, select the Organization from which you wish to import and export expenses.

  • Click on Allow.

3. Connect to your Xero account

  • Once you've logged in successfully to the integration app, you need to connect to your Xero account.

  • Click on Connect Xero.

  • Enter your Xero Login credentials.

  • Select the Xero company to which you want to export all the expenses imported from Fyle.

4. Configure Fyle Xero app

4.1 - Select Xero Subsidiary

  • After connecting to Xero, you'll be redirected back to the Dashboard. Next, you must select your Xero Tenant. Click on Select Tenant.

  • Select your Xero Tenant.

4.2 Configure General Settings

  • After selecting Xero Tenant, you'll be redirected back to the Dashboard. Next, you must configure the app. Click on Go to Configurations.

General Settings

  • The features from Fyle (expenses, employees, projects, etc.) may be referred to by different terminologies on Xero.

  • On this page, you need to map the features/fields from Fyle to their equivalent features on Xero.

  • For example, your organization may refer to employees as Contacts and reimbursable expenses as Purchase Bills on Xero. Select the correct references and map the Fyle features to their equivalent features on Xero.

  • Mapping corporate card expenses, projects, and cost centers is optional. You can configure them if your organization uses those features on Fyle.

(Set up the next two fields if your organization uses Expense Custom fields on Fyle and Tracking Categories in Xero)

4.3 Configure Expense Fields

On this page, map Expense Fields from Fyle to Expense Fields in Xero

5. Map Fyle Fields to Xero

Lastly, you have to set up the mappings.

General Mappings

On this page, you need to:

  • Select the Xero Bank Account if you want to map expenses in Fyle to a Bank Account.

Employee Mappings:

On this page, click on Create Employee Mapping and:

  • Select an Employee from the Fyle App.

  • Map that employee to the corresponding Xero contact (or whatever is the equivalent of Employee on Xero)

  • Create mappings for all your employees from the Fyle app.

Category Mappings:

On this page, click on Create Category Mapping and:

  • Select a Category from the Fyle App.

  • Map that category to the corresponding Xero Account.

  • Create mappings for all the expense categories you use on Fyle.

(Set up the next mappings based on your Expense Field Configurations)

Project Mappings:

On this page, click on Create Project Mapping and:

  • Select a Project from the Fyle App.

  • Map that category to the corresponding Xero Item / Tracking Category.

  • Create mappings for all the company projects configured on Fyle.

Cost Center Mappings:

On this page, click on Create Cost Center Mapping and:

  • Select a Cost Center from the Fyle App.

  • Map that category to the corresponding Xero Item / Tracking Category.

  • Create mappings for all the company cost centers configured on Fyle.

Expense Field Mappings:

On this page, click on New Status Mapping and:

  • Select a Custom Field from the Fyle App.

  • Map that field to the corresponding Xero equivalent.

  • Create mappings for all the expense custom fields configured on Fyle.

Once these mappings are configured, you are ready to start importing and exporting expenses through the integration app. Learn how to import and export expenses.

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