When exporting a transaction’s metadata, the integration updates 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 list
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 (for example, a different contact for each grocery store or coffee shop branch).
To avoid failing to export the transaction’s metadata to Xero
The ‘To’ field in Xero is mandatory. By adding a default value, Soldo ensures that the transaction is exported successfully even if you have not provided a value.