Xero Synchronisation
Learn about Maica's Xero Finance System integration
Maica Client Management natively integrates with the Xero financial platform for the purposes of exchanging invoices and payments, as shown in the below flowchart.
Synchronising Individual Invoices
It is possible to synchronise individual invoices using the Maica solution by clicking on the Sync with Xero
button on any given invoice record, as shown below.
Once clicked, Maica will connect to your configured Xero instance and ask you to confirm that you would like to synchronise this invoice, as shown below.
This will synchronise the invoice to Xero using the following mapping details.
Maica Information | Xero Information |
---|---|
Participant | The participant of the Maica invoice will become the Contact of the Xero invoice. |
Invoice Number | The Maica invoice number will be captured in the |
Support Item | The Maica Support Item will be captured as the Xero Invoice Line Item |
Rate | The Maica Invoice Line Item Rate will be captured in the Xero |
Quantity | The Maica Invoice Line Item Quantity will be captured in the Xero |
Account | The Xero |
A sample Xero invoice is shown in the screenshot below for your reference.
You are able to overwrite the default Product (Support Item) Description
by using the Xero Invoice Line Description
field instead which will then be used to create the Invoice Line Item Description
in Xero.
Synchronising Invoices via Salesforce Flows
In addition to being able to synchronise invoices individually, it is also possible to do this in bulk using Maica's Flow called Maica - Xero Invoice Sync Flow
which can be scheduled as required and will execute the sync on a recurring basis.
Salesforce Product Configuration
In order to use Salesforce Products
on invoices that are synchronised to Xero
, it is important to set a few Product
fields to the appropriate values, as outlined below.
Salesforce Product Field | Value |
---|---|
Xero Invoice Line Description | This will be used instead of the |
Finance Account Code | This needs to correspond to the appropriate |
Tax Type | This needs to correspond to the appropriate |
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