1. Create a Folder
You can create as many Folders as you need. Just click on the 'Add folder' button and follow the instructions.
2. Connect your Folder to Xero
You can connect the Folder from the My Folders Dashboard by clicking "Connect folder" and subsequently by clicking 'Connect to Xero'.
You can also connect the Folder while you browse it, by clicking the down arrow of the Export button and choosing "Connect your accounting" (inside the folder).
You will be automatically redirected to the Xero homepage, where you may need to provide your login credentials. After the login, you will need to authorise the Datamolino application.
After the authorisation, you will be redirected back to Datamolino and can start exporting documents.
3. Connect one Folder or multiple Folders
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 the one company?
This approach is typically used by companies to set up different projects, company departments, or company branches.
For example, imagine a 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 one folder or multiple folders to the same Xero organisation, just follow the above mentioned steps: 'Connect Folder' -> 'Connect to Xero'.