This guide explains how to create a new flow in Flowsite to automate the transfer of timesheet data from Dashpivot to Xero. This feature is designed for users who want to streamline timesheet management and reduce manual data entry by connecting Dashpivot forms directly with Xero timesheets.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Flowsite Contributor
Skills Required: Workflow automation
Device Type: Computer/Browser
Subscription: Flowsite, Dashpivot, Xero
Step-by-Step Instructions
In the Connections tab, ensure you have connections with both Dashpivot and Xero.
Select the Flows tab at the top and click Create Flow under Xero.
Select “Populate Xero Timesheets with data from Dashpivot”.
Configure the flow by adding a flow name, linking it to the relevant template ID, and mapping the relevant fields to the appropriate options from Xero.
Click Add to include more sources from Dashpivot to link with Xero.
Click Remove on the right-hand side to remove a link if required.
Once finished, click Save.
Notes
Refer to Xero configuration for tracking project-related timesheet entries.
In the below section, you can see how to setup flows for the 4 most common timesheet configurations: