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In Xero, suppliers are managed as contacts. These steps export your supplier details and payment history so you can bring your vendors into Dash.fi.

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Supplier list with detailed information

  1. Log in to your Xero account.
  2. Open Contacts from the main menu, then select Suppliers to view all contacts categorised as suppliers.
  3. Use the Export option (usually a button or under a More dropdown) to export the list. Include detailed fields such as address, phone number, email, contact person, EIN, and Vendor ID where the export lets you customise the columns.

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Payments to suppliers in the last 12 months

  1. Go to the Reports section from the dashboard or main menu.
  2. Find a report that details payments to suppliers — for example Account Transactions or Aged Payables.
  3. Customise the date range to cover the last 12 months. Filter by supplier or payment type if your business categorises transactions that way.
  4. Export the report, making sure it includes payment date, amount, supplier name, and any references or notes.

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Tips

  • If the default reports don’t fit, create a custom report in Xero and select exactly which fields to include.
  • The exact steps can vary slightly depending on your Xero version or account customisations.

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Bring these vendors into Dash.fi

You have two in-app options:
  • Sync automatically. Dash.fi integrates with Xero — connecting the integration syncs your vendors with no manual export needed. See Connect Xero.
  • Bulk import your export. Upload the file you exported on the Vendors tab and map its columns to Dash.fi’s vendor fields. See Import your vendor list.
Prefer not to do it yourself? Send your export to support@dash.fi or your account executive and the team will import it for you.