# Xero Synchronisation **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 `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.

{% hint style="info" %} 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. {% endhint %} ### 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.

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