You can set your Datamolino on autopilot. Turn on Auto-Export for suppliers and your data will appear in your Xero automatically, without manual exports.
We recommend to use this feature with suppliers where you are certain that their documents come in good quality to minimise any OCR errors in your Xero data.
Turn on Auto-Export in invoice preview
When you are inside an invoice, you can turn on the Auto-Export by clicking the small arrows next to the Xero contact name. The colours help indicate if the Auto-Export is turned on for the specific Xero contacts (Orange = turned off, Blue = turned on).
Or set it up in your Supplier Automation for a specific supplier:
In addition to Auto-export, you can update the other supplier defaults as well on this screen (same as in Supplier Automation).
Turn on Auto-Export for multiple suppliers in Supplier Automation
If you wish to turn on the Auto-Export for multiple suppliers, please go to the Supplier Automation dashboard. Here you can review each supplier one by one and turn on the Auto-Export where needed.
This is how you get to the Supplier Automation:
Open the relevant supplier and click 'ON' and 'Save':
Tip: Use the search bar at the top of the screen to find the supplier.
See which Suppliers are on Auto-Export:
Auto-Export in action
Once you turn on the 'Auto-Export' option in the supplier tab, all invoices from the selected Supplier will get automatically exported to your Xero organisation as they become ready to export. No buttons to push, they just appear in Xero. Use this feature only with suppliers where you are certain that their documents come in good quality to minimise any OCR errors in your Xero data.
Note: Files that Datamolino flags as possible duplicates are not automatically exported into Xero.
How do I know which items have been exported automatically?
Items that have been exported manually will have a green Xero label, items that have been exported automatically have a light blue Xero label.