Syncing Melio and Xero saves time and eliminates double data entry. After you've completed a bill payment in Melio, your Xero account is automatically updated with the payment details.
Connecting Xero from your Melio account
There are 2 ways to do so:
Connecting Xero from Pay:
1. Sign in to your Melio account.
2. In Pay, click the Bills tab.
3. Click Import.
4. Select Connect accounting software from the dropdown list.
5. In Sync accounting software, select Connect your Xero.
6. Click Allow access to let Melio use your Xero profile information.
7. In Connect a Xero organization, click Connect.
Note: Do you have more than 1 Xero account?
If you give access to more than 1 Xero account, you’ll be asked to select the one you want to connect with this Melio account. Click to select it from the dropdown list.
8. This might take up to several minutes, depending on the amount of data that is being synced.
That’s it! Your Xero account is connected.
At the top right corner of the dashboard, you’ll see the sync icon indicating that this Melio account is connected to Xero successfully.
When you hover over it, you will see when the last sync happened.
Clicking this icon will manually sync the two accounts.
Connecting Xero from Settings:
1. Sign in to your Melio account.
2. Click Settings on the left sidebar.
3. Click Sync and import.
4. In the details section under Connect Connect Xero, click Connect.
5. Click Allow access to let Melio use your Xero profile information.
6. In Connect a Xero organization, click Connect.
Note: Do you have more than 1 Xero account?
If you give access to more than 1 Xero account, you’ll be asked to select the one you want to connect with this Melio account. Click to select it from the dropdown list.
7. This might take up to several minutes, depending on the amount of data that is being synced.
That’s it! Your Xero account is connected.
At the top right corner of the dashboard, you’ll see the sync icon indicating that this Melio account is connected to Xero successfully.
When you hover over it, you will see when the last sync happened.
Clicking this icon will manually sync the two accounts.
Another way to confirm the sync and manually sync the accounts is in Settings under Accounting Software Sync/Sync and import.