Sync with Xero
Learn how to Sync Invoices with Xero in Maica
How do I Sync an Invoice with Xero on Maica?
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 here. Syncing with Xero also requires your Support Items to be configured correctly. Please click here to learn how to configure your Support Items in order to facilitate the Xero Integration.
Maica has Automation for Syncing with Xero. This article talks about scenarios in which manual Syncing may be required or chosen for a specific Invoice.
Sync with Xero Quick Action
If you wish to manually Sync an Invoice with Xero outside of Maica's automation, the best way to do so is directly from the Invoice Record. Located in the top left corner of the interface, you will a find a Sync with Xero button, as shown below.
Simply click this button to begin the Sync. Once clicked, Maica will display a pop-up confirming that you are about to Sync the Invoice and related Invoice Line Items with Xero. Click Confirm to finalise the Sync.
Once confirmed, Maica will show a success message, and you can shut the window. As shown below.
Once done, you will be able to see the Invoice Record in Xero with the matching Invoice Reference from Maica.
What happens after my Invoice has been Synced?
After an invoice has been successfully synced, the Invoice Record will be updated accordingly. Two new fields will be automatically populated from Xero. These are the Xero Invoice Number and Xero ID, as shown below. These values come from Xero and will help you identify the associated Invoice between Maica and Xero when required.
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