Does SHVL connect directly to Xero today?

No. The current SHVL flow uses a CSV export. Direct Xero connection is future premium interest, not a live first-run requirement.

Can I use a Xero aged receivables export with SHVL?

Yes. Export an aged receivables or aged debtors CSV from Xero, then upload the CSV to SHVL's health check or chase pack flow.

Xero export assistant

Use a Xero aged-debtors export with SHVL.

Export aged receivables from Xero, upload the CSV to SHVL, run the free health check, then generate the paid chase pack if the batch is worth acting on.

Run CSV health check Generate chase pack

1. Export from Xero.

Use the aged receivables / aged debtors report and export to CSV. Keep customer, invoice number, due date, and outstanding amount.

2. Check the CSV.

Run the health check, risk sorter, or cadence planner before spending money on the chase pack.

3. Generate the pack.

The paid pack produces Word letters, email drafts, an Excel interest log, and a README for manual review.

Interested in direct Xero connection?

Start with the export you already have.

The Xero CSV path proves the workflow before OAuth. Use the free health check first, then generate the paid chase pack when ready.

Run health check Generate chase pack