What Dropbox data does Well pull into Xero?

Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, and forwards the structured output to Xero as draft bills via email-in, with contact, dates, totals, line items, and tax type extracted by Hubdoc, with the original email message ID stored on every record for audit.

Will every Dropbox record post to Xero automatically?

Not always. At the next fifteen-minute polling window, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Xero email-in address and Xero drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.

What happens to historical Dropbox data when I first connect to Xero?

Dropbox exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Xero ledger, and re-running the backfill is safe because Well tracks the Dropbox record IDs and updates existing Xero entries instead of duplicating them.

How does Well prevent duplicates when posting Dropbox records to Xero?

Every Dropbox message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Xero entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Xero.

Can I customise which Dropbox fields are sent to Xero?

The default mapping turns every parsed Dropbox attachment into a Xero-shaped record (vendor, amount, due date, tax). From the integration settings page you can adjust the parsing prompt, force a vendor mapping, attach the original PDF on a specific Xero field, or compute a tag from your connected data. Custom mappings are versioned so a change does not retroactively touch already-posted Xero entries.

How does Well authenticate with Dropbox and Xero?

Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Xero email-in address once it clears the matching threshold; Xero creates the draft record from it and you confirm and post it. Well holds no write credential to Xero. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Xero together cover multiple regions; Well's storage region is configured per workspace.

Dropbox to Xero

AvailableNative · DropboxNative · Xero

Connect Dropbox to Xero with Well

Dropbox carries the invoice; Well extracts every line, the VAT split, and the bank IBAN, then forwards the document to Xero with the audit trail attached.

Connect both toolsView all integrations

Dropbox

Source

The Dropbox connection lets Well write processed documents into your Dropbox folder.

Xero

Target

The Xero integration connects Well to your accounting platform for bidirectional data flow.

What is unique

Plenty of teams still collect supplier invoices as PDFs dropped into a shared Dropbox folder, then re-key them into the ledger by hand.

Connecting Dropbox to Xero through Well removes the re-keying. Well reads new files from the watched Dropbox folder through Apideck's file-storage API, parses each PDF into a structured invoice, matches it against open Xero bills and contacts so duplicates collapse, and forwards the matched document to Xero's email-in. Hubdoc extracts contact, dates, totals, line items, and tax type into a draft bill; your team confirms the tracking category. The Dropbox folder becomes an inbox the books read from, not a graveyard of un-entered PDFs.

What Well does between Dropbox and Xero

One-way: Dropbox into Well into Xero
Sync mode: Polling every 15 minutes
Up to 4 syncs/hour

Trigger from Dropbox

2 events · pick one

Well engine·recipe·When an invoice file lands in the watched Dropbox folder

Source

from upload · 15-min poll

Mailchimp Intl.

via Dropbox

Invoice

When an invoice file lands in the watched Dropbox folder

INV-2026-04-100 · 22 Apr 2026€1,284.00

Extract

6 fields read from Dropbox

6 fields read

VendorMailchimp Intl.
Invoice numberINV-2026-04-100
Issue date22 Apr 2026
Total€1,284.00
Tax€256.80

Enrich

against your historical record graph

5 fields added

Legal entityMailchimp Intl.
Tax idIE3404552KH
Domainmailchimp.com
Ledger account6238 · Email mktg

Confidence97%

<55% refused55–85% review≥85% auto-posts

Post

post as draft bills

Create a draft bill in Xero

auto-posted

posted

TypeBill
VendorMailchimp Intl.
Amount€1,284.00
Ledger6238 · Email mktg
Source docattached
Confidence97%

audit linkto Xero

Action in Xero

2 compatible with this trigger

Create a draft bill in XeroResolve a Xero contact from the document

What Well does with Dropbox invoices on the way to Xero.

01Featured

Capture supplier invoices from email

Well watches Dropbox for attachments matching invoice patterns, extracts amount, VAT, supplier, and due date in Well, then forwards the PDF to Xero's email-in inbox. The original message ID stays on the document so the audit trail traces from Xero back to the email that delivered the invoice.

Deduplicate forwarded receipts

Forwarded copies of the same receipt are caught by counterparty-plus-amount matching inside Well before delivery. If two team members forward the same supplier invoice from Dropbox on the same day, Well keeps the first copy as canonical and tags the second as a duplicate so Xero only receives one document.

Route personal-card vs supplier receipts

Receipts arriving in Dropbox from employee personal cards are kept on the expense-reimbursement path inside Well, while supplier invoices route to the supplier-bill path. The category is decided from the sender domain plus the invoice format, so the right document type lands at Xero rather than a mixed pile.

Catch missing attachments before delivery

If an Dropbox invoice references a credit memo or a delivery note that did not arrive, Well flags the missing attachment inside its own queue and holds delivery until you forward the supporting document. Documents reaching Xero always carry their supporting paperwork.

7 signals and actions across Dropbox and Xero

When a supplier is detected on a parsed Dropbox file
Extracts the supplier named on a parsed file and matches it against your existing companies. Forwarded to Xero's email-in via Hubdoc; Hubdoc extracts contact, dates, totals, and tax type into a draft bill.
Trigger·Company
When an invoice file lands in the watched Dropbox folder
Reads the new PDF from the watched Dropbox folder and parses it into a structured invoice with supplier, amount, date, and tax. Forwarded to Xero's email-in via Hubdoc; Hubdoc extracts contact, dates, totals, and tax type into a draft bill.
Trigger·Invoice
When a document file lands in the watched Dropbox folder
Picks up a new receipt or supporting document from the watched folder and stores it as a Well document for matching. Forwarded to Xero's email-in via Hubdoc; Hubdoc extracts contact, dates, totals, and tax type into a draft bill.
Trigger·Document
Attach the file to the Xero record
Hubdoc stores the original PDF on the draft bill as the source attachment.
Action·Document
Resolve a Xero contact from the document
Hubdoc reads the contact name and trading address off the PDF to match the vendor. You confirm or merge on first sight.
Action·Company
Pre-fill the Xero tax rate from the document
Hubdoc extracts the tax type and applies it on the draft bill. You confirm before posting.
Action·Invoice
Create a draft bill in Xero
Well forwards the PDF to your Xero email-in address; Xero creates a draft bill via Hubdoc with contact, dates, totals, line items, and tax type pre-filled. You review and post.
Action·Invoice

Reference

Field mapping for Dropbox → Xero

10 fields across 2 record types, open to see the full table.

Invoice fields

7 fields flow from Dropbox into Xero.

Dropbox field	Label		Xero field	Label
parsed.total_amount	Total amount	→	Total	Total
parsed.currency	Currency	→	CurrencyCode	Currency
parsed.invoice_date.issue_date	Invoice date	→	Date	Bill date
parsed.due_date	Due date	→	DueDate	Due date
parsed.invoice_number	Invoice number	→	InvoiceNumber	Invoice number
parsed.tax_total.tax	Tax total	→	TotalTax	Tax
file.id	File id	→	Reference	Reference

Company fields

3 fields flow from Dropbox into Xero.

Dropbox field	Label		Xero field	Label
parsed.supplier_name	Supplier name	→	Name	Contact name
parsed.supplier_tax_id	Supplier tax id	→	TaxNumber	Tax number
parsed.vendor_domain	Domain	→	Website	Website

Connect Dropbox and Xero in three steps.

1
Connect Dropbox
Click Connect with Dropbox; you authorise the folder Well watches through Apideck's file-storage connection and authorise read access to supplier-invoice and document files read from a watched folder via Apideck file-storage. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your Dropbox.
- AuthConnect
2
Map your accounts
Well discovers the Dropbox attachments matching your invoice pattern (supplier-invoice and document files read from a watched folder via Apideck file-storage) and the the Xero draft bills queue populated by Hubdoc. Tune the parsing prompt once on the first ten records; Well saves the mapping and applies it to every subsequent attachment above 85% confidence.
- Auto-post above85% confidence
- Overridemanual anytime
3
Connect Xero
Click Connect with Xero; Well's OAuth proxy handles Xero authorisation through Dynamic Client Registration. Xero's MCP server registers a write-scoped Well client through DCR; no credential paste, no shared secret.
- AuthOAuth 2.0
- First syncup to an hour

How Dropbox and Xero stay secure with Well

Well calls Dropbox with an OAuth 2.0 token scoped to read-only access. Dropbox's consent screen lists the scopes before you approve; access tokens are exchanged and refreshed automatically before they expire. Well's storage region is configured per workspace regardless of where Dropbox and Xero host theirs.

OAuth 2.0Storage region per workspaceGDPR-aligned

Scopes Well requests

Read Dropbox records
Scoped to supplier-invoice and document files read from a watched folder via Apideck file-storage. No access to anything else in your Dropbox account.
granted
Deliver documents to your Xero inbox
Well forwards the extracted document to your Xero email-in address; Xero reads draft bills via email-in, with contact, dates, totals, and related records from it and you review and post. No write credential to Xero is requested.
granted
Modify or delete Dropbox records
Not granted. Dropbox is read-only on Well's side; the source of truth never moves.
refused
Read other workspaces' data
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
refused

Disconnect any time from Well settings or Dropbox’s admin panel.

Frequently asked questions about Dropbox and Xero on Well

01What Dropbox data does Well pull into Xero?: Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, and forwards the structured output to Xero as draft bills via email-in, with contact, dates, totals, line items, and tax type extracted by Hubdoc, with the original email message ID stored on every record for audit.
02Will every Dropbox record post to Xero automatically?: Not always. At the next fifteen-minute polling window, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Xero email-in address and Xero drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
03What happens to historical Dropbox data when I first connect to Xero?: Dropbox exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Xero ledger, and re-running the backfill is safe because Well tracks the Dropbox record IDs and updates existing Xero entries instead of duplicating them.
04How does Well prevent duplicates when posting Dropbox records to Xero?: Every Dropbox message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Xero entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Xero.
05Can I customise which Dropbox fields are sent to Xero?: The default mapping turns every parsed Dropbox attachment into a Xero-shaped record (vendor, amount, due date, tax). From the integration settings page you can adjust the parsing prompt, force a vendor mapping, attach the original PDF on a specific Xero field, or compute a tag from your connected data. Custom mappings are versioned so a change does not retroactively touch already-posted Xero entries.
06How does Well authenticate with Dropbox and Xero?: Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Xero email-in address once it clears the matching threshold; Xero creates the draft record from it and you confirm and post it. Well holds no write credential to Xero. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Xero together cover multiple regions; Well's storage region is configured per workspace.