Connect a Folder to Xero
There are two ways how you can connect a Folder to Xero:
inside main dashboard by clicking 'Connect folder' and subsequently by clicking 'Connect to Xero'👇
inside your folder by clicking the down arrow next to Export button and choosing 'Connect your accounting' 👇
You will be automatically redirected to the Xero page, 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
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.
To learn more about managing multiple folders in Datamolino, check out 👉 this article.
To connect multiple folders to the same Xero organisation, after getting to Xero page, click 'Continue with 1 organisation' 👇
Note: On the Business plan, all folders are tied to one cloud accounting connection. If you connect a new folder to a different organisation, all other folders will automatically update to sync with the new connection.
How to disconnect a folder from Xero
Open the folder that you need to disconnect, then 👇
click down arrow next to 'Bulk Edit' button
click 'Disconnect Xero'
