How to switch from Dext to Pulsify in a day

Short answer

1. Export your Dext data from the web app.
2. Connect Pulsify to Xero or MYOB and send a few invoices.
3. Move your invoice inbox and run both tools for a week or two.
4. Cancel Dext. For an annual plan, do it at least 30 days before renewal.

The longer story, with what changes after the switch, is in Switching from Dext to Pulsify. To compare first, see Pulsify vs Dext and the Dext alternatives list.

Before you start

• Admin access in Dext. Only Admins can cancel.
• Admin access in Xero or MYOB so you can connect Pulsify.
• A list of the places invoices arrive now: the Dext email address, forwarding rules, the app and supplier emails.
• Your renewal date. Dext says annual plans must be cancelled at least 30 days before renewal.

The manual way in Dext

1. Sign in to the Dext web app. Exports cannot be done from the mobile app.
2. Export the item data you want as a CSV. Export documents as PDFs. Dext also lets you connect cloud storage for automatic backup.
3. If Dext is connected to Xero or MYOB, publish any items still waiting so they land in your ledger.
4. Change your invoice email address with suppliers. The Dext address stops being used once you leave.
5. Cancel as an Admin. For Dext Business the path is Business settings, then Subscription, then the Billing tab, then Cancel subscription. For Dext Prepare it is My Profile, then Subscription, then Billing.
6. Check the Subscriptions page afterwards to confirm no more charges.

Limits: if you bought through the Apple App Store or Google Play, you must cancel there. If an accountant pays, they must cancel.

The Pulsify way

1. Create your account at app.pulsify.tech and connect Xero or MYOB. An Admin does this on Settings > Company > Integrations.
2. Pulsify copies your contacts, accounts, tax rates and past bills from the ledger. Coding is learned from those bills, so there are no rules to rebuild.
3. Forward real invoices to your company’s Pulsify address. Review the lines and accounts.
4. Set your approval rules. Every company starts with a default rule where any Admin or Approver can approve.
5. Approve. The bill is created in Xero or MYOB with the file attached.

Pulsify does not import the Dext archive. Keep your export somewhere safe.

Worked example

Example Plumbing Supplies pays 120 bills a month. On Monday the bookkeeper exports the Dext CSV and PDFs and connects Xero. She forwards 10 bills from regular suppliers and checks the lines against Xero.

On Tuesday she changes the inbox address with her top 20 suppliers. She forwards anything that still lands in Dext to Pulsify and turns off Dext publishing, so only Pulsify publishes. She cancels Dext in week three, well ahead of the renewal.

Common mistakes

• Two tools publishing the same bill. You get duplicates in Xero or MYOB.
• Cancelling before exporting. Dext says you may still reach your data after expiry, but it can delete accounts, so export first.
• Missing an annual renewal. Miss the 30 days and you pay another year.

Next step

Try an invoice with five of your normal bills. Related help: connect Xero or MYOB and get invoices in.