Which fields will the integration import from Xero and how do I use them?

Permanently deleted user

12 November 2020 15:31
Updated

When setting up the integration, Soldo will import your lists from Xero. That way, you can use them to enrich the transaction’s metadata before exporting it to Xero.

The following fields are imported to Soldo from your Xero account by default:

Name in Xero	Name in Soldo	Details
Account	Xero Category	Soldo will import all of your Xero accounts of types: Direct cost, Overhead, Expense See article: Why do some of my transactions have ‘Missing’ Xero Categories?
Tax Rate	Xero Tax rate	Soldo will import all Xero Tax Rates of purchases and income. See article: How does the Xero integration fill out the ‘Tax Rate’?
Billable expense	Xero Customers	Soldo will import all Xero Contacts (excluding archived ones).
To	Xero Suppliers	Soldo will import all Xero Contacts (excluding archived ones).
Tracking categories (Custom field 1)	Custom Xero list	A custom tracking code you set in Xero.
Tracking categories (Custom field 2)	Custom Xero list	A custom tracking code you set in Xero.

To create, add to, or delete any lists, you’ll first need to make these changes in Xero. You can then click ‘Refresh’ on the Xero integration ‘Settings’ page to reflect these changes in Soldo.

For more on this, see How do I refresh, add or disable tags in the imported lists?

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