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.

Maica's Xero Flow

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.

Synchronising an invidual Invoice

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 Reference field in Xero and the Xero invoice number will be captured in Xero Invoice Number.
Support Item	The Maica Support Item will be captured as the Xero Invoice Line Item Description; each Maica Invoice Support Item will have a corresponding Xero Invoice Line Item.
Rate	The Maica Invoice Line Item Rate will be captured in the Xero Unit Price.
Quantity	The Maica Invoice Line Item Quantity will be captured in the Xero Quantity.
Account	The Xero Account will be derived from the Maica Support Item Finance Account Code field.

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 Name on the Invoice Line Item if populated.
Finance Account Code	This needs to correspond to the appropriate Xero account code, as shown in the image below.
Tax Type	This needs to correspond to the appropriate Xero tax type, as shown in the image below.