Webinar: Automating Your Simpro AP with EzzyBills – Recording

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EzzyBills User Guide

02. Archive Xero Bill Attachments to Dropbox

Overview
The XeroToDropboxBillArchiver application allows you to automatically download and archive all bill attachments from Xero for a specified year, and upload them to Dropbox.


Step-by-Step Instructions

  1. Ensure your Dropbox is connected to EzzyBills otherwise connect your Dropbox to your EzzyBills account
  2. Access the App
    • Navigate to Apps > AI Apps.
    • Click on XeroToDropboxBillArchiver.
  3. Enter the Desired Year
    • In the provided text box, enter the year for which you want to extract bill attachments from Xero.
  4. Run the Process
    • Click the Run button to start the process.
  5. View Logs
    • Once the process starts, a blob file will be generated in the dashboard where you can check the progress.
    • The log will contain:
      • The number of invoices processed.
      • Any invoices without attachments.
      • General processing information.
  6. Confirm Completion
    • After the Dropbox upload is complete, the log will include the message:
      [INFO] Dropbox upload completed.
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