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Xero Integration Overview

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.

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