You can set up the Xero integration from your Soldo web app. First, make sure that you’ve read: What is Soldo’s Xero integration? and What do I need to do before setting up the Xero integration?
Once you've configured Xero and found the required information, follow these steps in the Soldo web app to set up the integration:
- Navigate to the Integrations tab on the left-side menu and select Marketplace.
- Under Accounting, find the Xero integration and click Connect. If you already have an active integration with another accounting system, you'll need to remove that before you can continue.
3. Review and check the requirements that you need to complete before proceeding to the next step. All marked as ‘Done?’ Click Connect Now.
4. This will redirect you to the Xero login page. On the following pages, log in using your Xero credentials.
5. Select the Xero organisation that you want to connect to your Soldo account and grant Soldo permission to integrate with your Xero account by clicking Allow access.
6. You’ll be redirected back to Soldo to finish setting up the integration.
7. Check the Soldo currencies you'd like to integrate with Xero and select a Xero bank account for each one. If there aren’t any bank accounts or you don't want to use any of the available ones, you can create one here. For more details on setting up bank accounts, see: ‘What are Xero bank accounts and how they are used in the integration?’ Click Next to continue.
8. Select any existing expense category types you want to import into Soldo from your Xero account.
9. Select any extra lists (tracking categories) you want to import to Soldo from your Xero account. Please note that Expense Category, VAT Rate, Xero Suppliers, and Xero customers are imported automatically. You can Skip this step or click Next to continue.
10. On the final step, customise the rules for exporting Soldo transactions to Xero. Choose the Exporting rules option and use the toggles to decide if the bank feed can be disabled and if an attachment is required for each transaction. You can change the attachment policy at any time. See How do I set/change the attachment policy? for more details.
11. Click Complete setup to finish setting up the integration.
Soldo will now set up the connection and import your accounts, tax rate, and tracking codes from Xero, making them available for you to use in Soldo. Give the integration some time to do this, and we’ll notify you once it’s complete. You can then review the information in Settings and make any changes if needed.