Once you create a folder you have an option of connecting it to your cloud accounting. Please find out a guide on how to connect and disconnect your folders.
Connect a Folder to Xero
There are two ways how you can connect a Folder to Xero:
from My Folders Dashboard by clicking "Connect folder" and subsequently by clicking 'Connect to Xero'.
by clicking the down arrow next to Export button and choosing "Connect your accounting" (while browsing inside the folder).
You will be automatically redirected to the Xero homepage, where you need to log in and authorise Datamolino application.
After the authorisation, you will be redirected back to Datamolino and can start exporting documents.
Connect multiple folders to Xero
Each folder in Datamolino can be connected to one Xero organisation. You can use:
One folder for one company, or
Multiple folders for one company (and connect them all to the same Xero
When to use multiple folders for one company?
This approach is typically used by companies to set up different projects, company departments or locations.
Example: Chain of restaurants, each having someone else responsible for purchasing products. All restaurants are owned by one business entity and use one Xero. You want to have a different tracking category for each restaurant location.
In Datamolino you can create a folder for each location, set unique automation rules for each, and invite different users to each of the folders.
If you want to connect multiple folders to the same Xero organisation, just follow the above mentioned steps and:
select from "Existing connection"
How to disconnect a folder from Xero
There are two options how to disconnect a folder from Xero:
from My folders Dashboard
click on "three dots" on the right side of the screen
click "Disconnect Xero"
2. from inside the folder
click down arrow next to "Review&Export" button
click "Disconnect Xero"
