What data does Melio sync with Xero?

All unpaid bills and their vendors in Xero will be synced into Melio during the first sync. 

Following that, whenever you create a bill with a new vendor in Xero, the bill and the vendor details will be synced into Melio.

The sync happens automatically every hour. You can also manually sync your accounts.

Here are the fields and transactions that sync to and from Xero:

 

Melio Pay - Accounts payables

Vendor list:

Xero field name	Sync	Melio Field Name
Company name	↔	Vendor's company name
First name + Last name	↔
Email	↔	Email address
Contact Phone	↔	Phone number
Billing address	→	Address line 1
Billing address	→	Address line 2
City / Town	→	City
State / Province	→	State
Zip code	→	Zip Code

Transactions - Bill:

Xero field name	Sync	Melio Field Name
Vendor	↔	Vendor name
Mailing address	→	Check delivery address
Bill date	←	Date bill entered (hidden)
Due Date	↔	Due Date
Bill no.	↔	Bill #
Line 1	↔	N/A
Category	↔	Xero category
Description	↔	Note to self
Amount	←	Total amount
Total	↔	Total amount
Memo	←	URL link to bill in Melio
Attachment	↔	Invoice image

Transactions - Bill payment:

Xero field name	Sync	Melio Field Name
Payee	↔	Vendor name
Bank / Credit account	←	Bank/ credit Account
Payment date	←	Payment: deducted date OR processed date
Ref No.	←	Check # OR Bank transfer #
Amount	←	Full payment amount

Workflows: What actions occur where?

Bill creation workflows - Action performed in Xero:

Xero Action	Sync	Melio Action
Create bill	→	Bill created in Melio
Edit bill	→	Bill updated in Melio
Delete bill	→	Bill removed from Melio
Mark bill as paid	→	Bill removed from Melio
Payment unapplied from bill	→	Bill balance updated in Melio

Bill creation workflows - Action performed in Melio:

Xero Action	Sync	Melio Action
Bill created in Xero	←	Create bill
Bill updated in Xero	←	Edit bill
Bill deleted in Xero	←	Delete bill
Bill updated in Xero	←	Mark as paid
Bill updated in Xero	←	Mark as unpaid

Bill payment workflows - Action performed in Xero:

Xero Action	Sync	Melio Action
Schedule bill payment	→	Bill payment scheduled in Melio
Edit scheduled bill payment	Does not sync when payment was made in Melio
Delete scheduled bill payment	Does not sync when payment was made in Melio
Void scheduled bill payment	Does not sync when payment was made in Melio

Bill payment workflows - Action performed in Melio:

Xero Action	Sync	Melio Action
Bill payment scheduled in Xero	←	Schedule bill payment
	←	Edit scheduled bill payment
Bill payment deleted in Xero	←	Cancel scheduled bill payment
	←	Payment processed / paid

A few important notes about the sync:

• Bills paid outside of Melio must be marked as paid in Xero only. Marking the bill as paid in Melio will create a duplicate payment entry in Xero.
• Deleting a bill in Melio will delete it from Xero.
• If you have paid or marked as paid bills in Xero but they still appear as unpaid in your Melio inbox, manually sync the accounts in Settings- Sync accounting software to delete the bill from the Melio account.