What Does the Xero Integration Do?

The integration between Molo and Xero is designed to reduce manual data entry normally performed by accountants at marine businesses. The below information is sent from Molo to Xero for your convenience.

  1. Contacts Created and Edited - This includes both vendors and customers.
  2. Invoices Created and Edited - This includes general sales, reservation invoices, and service invoices.
  3. Prepayments, Security Deposits, Overpayments, and Payments on Account Created for Customers
  4. Credit Notes Created
  5. Vendor Bills Created in Inventory
  6. Daily Summary of Walk-In Customer Sales
  7. Invoice Payments
  8. Allocations of Prepayments, Security Deposits, Overpayments, and Payments on Account to Customer Invoices
  9. Inventory Items and Charges - Includes creation and modification.


Important Information About the Unidirectionality of the Xero Integration

The integration between Molo and Xero is a one-way integration. This means that information is sent from Molo to Xero. Additions, changes, or removals in Xero will not affect Molo. Below is a list of actions that can cause issues with the Molo and Xero integration.

  1. Changing General Ledger / Chart of Account Numbers - Molo sends invoices and vendor bills using the Number in the Chart of Accounts. If you change this number in Xero, data will not flow from Molo to Xero. If changes are needed, please email support@getmolo.com.
  2. Editing, Voiding, or Removing Items from AR Invoices to Xero - These changes will not appear in Molo and will cause the two systems to be out of sync. If you are correcting an error between the two systems, you may perform these changes.
  3. Changing Contact Name in Xero - Molo uses the Contact Name to send information from Molo to Xero. Changing the field called Contact Name, data may not flow from Molo to Xero for that customer or vendor.
  4. Deleting or Archiving Inventory Items in Xero - Molo sends invoices and vendor bills to Xero using links to these "Inventory" items in Xero. Deleting or archiving an item may cause invoices or vendor bills to not appear in Xero.
  5. Changing the Item Code in Xero - Molo sends invoices and vendor bills to Xero using Item Code. Changing the Item Code may cause invoices or vendor bills to not appear in Xero.