Find answers to Frequently Asked Questions about the Zudello and Xero integration.
How do I connect Zudello to Xero?
Zudello offers a simple connection procession using our App’s & Inventory Centre. From within Zudello you’ll be able to request and grant access to your Xero organisation through an easy authorisation process.
For instructions on How to connect to Xero please see our How-to Article: How to Connect to Xero.
What data does Zudello automatically sync from Xero?
Zudello syncs various records to
Chart of Accounts
Tracking Category 1
Tracking Category 2
What data do you create in Xero?
Zudello instantly creates bills, credits and sales invoices in Xero.
Additionally, choose to enable Zudello to create new stock items and/or contacts in Xero directly from the document. If a contact or item cannot be matched, Zudello will create the contact and supplier when the document is processed so they can be used.
You’ll have the ability to choose whether you allow Zudello to create items and/or contacts or whether to enforce Xero as your system of item and contact creation.
What types of transactions can you handle?
Zudello creates Bills, Credits and Sales Invoices in Xero.
How often does data fetch?
Zudello fetches records on a regular basis. Zudello fetches some records which are less frequently modified like Tax Rates, Chart of Accounts and Tracking Categories on a daily basis and more frequently created and updated records, like Contacts and Items on an hourly basis.
In the event you need to increase or decrease the frequency, Zudello enables you to configure the frequency and run time to accommodate your needs.
Can I manually fetch data?
Yes, in the event you want to fetch records before the next scheduled event, you can manually execute the corresponding fetch workflow to sync in data.
When do transactions get created?
Zudello creates the transaction immediately after the document has been marked as fully approved and released for processing. Zudello processes each document immediately once it is available for transfer rather than on a scheduled basis like the fetch workflows.
Can Zudello connect to multiple Xero files?
Zudello accommodates multi-organisation Xero customers by connecting one Team per Xero file. Easily manage multiple teams in your Zudello account and easily toggle between teams and automate complex processes such as inter-company transfers while staying integrated with Xero. Zudello is great for multi-organisations and franchises.