When exporting transaction’s metadata, the integration will update the ‘To’ field in Xero with the value selected for the ‘Xero Supplier’ list in Soldo.
When a transaction is exported to Xero, if no value is selected for the ‘Xero Supplier’ list, the integration will automatically set the ‘To’ field in Xero to “Soldo Ltd”. There are two reasons for this:
To avoid inundating your Xero contacts lists:
Xero maps each value in the ‘To’ field to a value in the Contacts list. If the 'To' value does not have a matching 'Contact', Xero will automatically create a new one. This can overwhelm your Contacts list with duplicate merchants with slight differences in name (e.g. a different contact for each grocery store or coffee shop branch).
To avoid failing to export transaction’s metadata to Xero:
The ‘To’ field in Xero is mandatory. By adding a default value, we ensure that the transaction is exported successfully even if you haven’t provided a value.
Important: If you do not want to use the default value, simply make sure you set a value for the ‘Xero Supplier’ list before exporting the transaction.