When a merchant is added in Fyle, expenses are posted to a corresponding contact in Xero if a match exists. If no match is found, transactions are recorded under Credit Card Misc, which may hinder contact-specific expense tracking in Xero. Enabling the Auto-Create Fyle Merchants as Contacts feature ensures that a new contact is automatically created in Xero for unmatched merchants, allowing for accurate and complete reporting.
Steps to Enable Auto-Creation
Log In: Access the Fyle-Xero Integration using your Fyle Admin credentials.
Navigate to Configuration: Go to Configuration > Advanced Settings.
Enable the Feature: Toggle on Auto-Create Fyle Merchants as Contacts in Xero and click Save.
How It Works
Enabled: When a merchant in Fyle has no matching contact in Xero, a new contact is auto-created, and the transaction is assigned to this contact.
Disabled: Transactions with unmatched merchants are recorded as Credit Card Misc in Xero.
Important Note
When this feature is enabled, you cannot import contacts from Xero to Fyle as merchants. The merchant field in Fyle is free-form and cannot sync with a dropdown list from Xero.
For assistance, contact us at [email protected].