Sync with Xero
Learn how to Sync Invoices with Xero in Maica
Last updated
Learn how to Sync Invoices with Xero in Maica
Last updated
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.
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.
To learn more about Maica's Syncing Automation, click here.
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.
To read a full overview of the Xero Integration in Maica, click here.
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.
If you receive an error message at this stage, please ensure your has been configured correctly.
