Xero Integration Overview
Get an overview of the Xero integration in Maica.
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User Guide
Get an overview of the Xero integration in Maica.
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In Maica, there are two main processes that the Xero Integration supports, these are:
Invoice Sync Process
Invoice Payment Process
This article further explains and provides an overview of both of those processes.
Syncing with Xero will only be supported if a Connection and Webhook has already been set up within your Organisation. Before attempting to Sync Invoices, please ensure this is the case. To learn more about configuring your Xero Integration, click . Syncing with Xero also requires your Support Items to be configured correctly. Please click to learn how to configure your Support Items in order to facilitate the Xero Integration.
The Invoice Sync Process outlines the stages of Invoicing Syncing within Maica and Xero, as well as the outcomes of the process.
Sync Executed
Retrieve Invoice Data
During the Syncing process, Maica will retrieve the relevant Invoice (including Line Item and associated Participant) Data to share with Xero where the Invoice Finance_External_ID__c field is null. This essentially means that any Invoice that has not already been Synced or that had issues with a previous Sync will be retrieved.
Check if Contact exists in Xero
Once Maica has retrieved the required Invoice Data, it will cross check if the Participant associated with the Invoice has an associated Contact in Xero.
Create Contact
If there is no associated Contact in Xero for a Participant associated to an Invoice being Synced, one will be created.
Update Contact
If there is an associated Contact in Xero for a Participant associated to an Invoice being Synced, it will be updated with the relevant information.
Create Invoice
After the Invoices from Maica have been assigned to a Contact in Xero, an Invoice record will be created in Xero. Maica maps relevant information directly to Xero including the Invoice Reference Number and Date.
Update Invoice
After an Invoice has been successfully synced, the Invoice Record in Maica will be updated accordingly. Two new fields will be automatically populated from Xero. These are the Xero Invoice Number and Xero ID.
Process Ends
The process is complete.
The Invoice Payment Process outlines the stages of Invoicing Payment within Xero and Maica, as well as the outcomes of the process.
Payment Applied
The first stage of the Payment process is Payment being applied to the Invoice. Payment can be applied at any time, and can be done directly through the Invoice or through a reconciliation. Whether the Payment is Fully or Partially paid is irrelevant, the Payment Process will commence.
Create Payment Record
Update Invoice
After the Payment Record has been created, the associated will automatically update to reflect the Payment. Under Payment Information, the Total Payment Amount and Last Payment Date fields will populate.
End
As mentioned, after a Payment has been applied to an Invoice a Payment Record will be created. It includes a number of important fields, including:
Type
This field indicates the type of Payment Record, whether it is a transaction processed via Stripe or a Reconciliation following a Payment applied to an invoice in the Finance System (Xero).
Source
This field indicates how the Payment was created.
Paid
This field indicates if the Payment has been successfully processed. For example, the Invoice has been reconciled in Xero and synchronised with Maica.
Include
This field indicates if the Payment Amount should be included in the rollup to the Total Payment Amount on the Invoice record. The default value is checked.
Payment Date
This field indicates the Date & Time in which Payment was received
Finance External ID
The unique identifier of the Payment record in an external system. Maica uses this field as part of the Xero integration.
Payment Amount
The amount of the received Payment. This can be the full or a partial amount of the total Invoice.
The first stage of the Syncing process is the Sync itself. Maica has automation for Syncing invoices based on a Schedule that can be configured within the Maica - Xero Invoice Sync Scheduled Flow to match your organisations preferences.
A Sync can also be manually executed if required, click here to learn how to manually .
Once a Payment has been made, an associated Payment Record will be created within the Invoice Record to reflect the Payment. This record includes a number of fields which are outlined in more detail in the table .
The process is complete and the takes over.
