By following the guidelines below, you'll be equipped to seamlessly connect Soldo with Xero and optimise your financial management processes.
Ensure that you know which Xero organisation will be used for Soldo transactions
If you have more than one organisation, you’ll need to link your Soldo account to a specific Xero organisation during the integration setup. Make sure you have created an organisation that will be used for your Soldo integration and that you have permission to edit that organisation.
Make sure the currencies you use in Soldo are active in Xero
In Xero, you’ll need to activate all the currencies that you use in Soldo and want to export to Xero. You won’t be able to export transactions in a currency that hasn’t been activated. To export transactions in more than one currency, you need a version of Xero that enables multiple currencies. To check your currency setup, go to Organisation settings > Currencies in Xero and add the currencies you require.
Set a lock date in Xero to avoid duplicating transactions
When you set up the integration, we recommend you set the lock date in Xero based on your financial period. This prevents closed financial periods from being modified or duplicate transactions being accidentally exported to Xero.
If your company has already been using Soldo when you set up the integration, we recommend you decide on a date from which you only use the integration for synchronising transactions. Set the lock date to that date to avoid having any missing or duplicate transactions.
Ready to go? Follow our step-by-step guide on setting up the integration here.