Xero is one of the leading providers of cloud-based accounting software supporting small businesses and partners across the globe.
With Soldo’s Xero integration, you can export transactions made on Soldo cards to Xero. Users can snap receipts and enrich transactions by adding Xero expense categories, tax codes, tracking codes, and custom fields to their transactions in the Soldo mobile app. This data will then be exported to Xero together with the transaction.
The integration syncs basic data (i.e. the Soldo bank feed, known as the left side in Xero) to Xero automatically, so transactions are synced daily. For details on syncing the bank feed, see: How do I export a bank feed (left side in Xero) from Soldo to Xero?
The integration also imports your categories, tax rates, and other tracking categories from Xero, where you can use them to enrich your transaction metadata before exporting the metadata (i.e. the right side in Xero) to Xero. For more details see: How do I export my transactions’ metadata to Xero (right side in Xero)?
The integration uses Xero’s OAuth2.0 authentication to generate secure, revocable, non-expiring tokens for integration clients.