Overview
Integrate Mavenlink’s powerful project management capabilities with your Xero GL to simplify time and expense tracking and deliver your projects more predictably and profitably.
Use Mavenlink to quickly and easily select time and expense entries to invoice. Leverage the advanced functionality of Xero to send customized invoices. Gain visibility into payment status from Mavenlink.
Benefits
Use Mavenlink to quickly and easily select time and expense entries to invoice. Leverage the advanced functionality of Xero to send customized invoices. Gain visibility into payment status from Mavenlink.
Functional Capabilities
- Invoices generated in Mavenlink are pushed to Xero - including Time Entries, Expenses, Fixed Fee Items and Additional Items.
- When the invoice is fully paid in Xero, a payment is then logged in Mavenlink.
Configuration Options
- Select the Account Code that Line Items coming from Mavenlink are associated with.
- Select the Item Code that Line Items coming from Mavenlink are associated with.
Field Mappings
Invoices
| Mavenlink | Direction | Xero |
| "ACCREC" | --> | Type |
| Invoice Preferences: Client Name | --> | Contact Name |
| Invoice Date | --> | Date |
| Due Date | --> | Due Date |
| User Invoice Number | --> | Invoice Number |
| Purchase Order | --> | Reference |
| Currency | --> | Currency Code |
| "Authorized" | --> | Status |
Time Entries
| Mavenlink | Direction | Xero |
| Date Performed | --> | Description |
| Hours | --> | Quantity |
| Amount | --> | Unit Amount |
| Amount*Tax rate | --> | Tax Amount |
| Configurable Option | --> | Item Code |
| Configurable Option | --> | Account Code |
Expenses
| Mavenlink | Direction | Xero |
| Date / Category / Notes | --> | Description |
| Amount | --> | Unit Amount |
| Amount*Tax rate | --> | Tax Amount |
| Configurable Option | --> | Item Code |
| Configurable Option | -> | Account Code |
Additional Items
| Mavenlink | Direction | Xero |
| Notes | --> | Description |
| Amount | --> | Unit Amount |
| Amount*Tax rate | --> | Tax Amount |
| Configurable Option | --> | Item Code |
| Configurable Option | --> | Account Code |
Fixed Fee Items
| Mavenlink | Direction | Xero |
| Notes | --> | Description |
| Amount | --> | Unit Amount |
| Amount*Tax rate | --> | Tax Amount |
| Configurable Option | --> | Item Code |
| Configurable Option | --> | Account Code |
Payments
| Mavenlink | Direction | Xero |
| Message | <-- | "Full payment received via Xero" |
Availability and Access
This integration is available to all Mavenlink Premier and Enterprise customers. The integration requires API access to Xero through a Private Application. To get started, speak with your Account Executive or Client Success Manager, or email support@mavenlink.com.
