When you initially set up your company in Dokka, you'll need to connect it to Xero.
If you're not already viewing the Settings screen, click the profile icon in the upper right corner and select the Settings option from the list.
Click on the Integrations link and choose Xero.
Press the Connect to Xero button.
The integration will automatically connect to Xero, which may prompt you to log in.
After this step, you will be asked to grant Dokka access to Xero's files. Click Allow access.
That's it! Dokka is now integrated with Xero. While processing documents in Dokka, you will have access to all vendors, accounts, and codes in Xero. Now, get to work!
If you have any questions or encounter issues, please feel free to reach out to us through the Chat link or via email.
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