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Xero: Create and Edit Scenarios

Requirements

Before you can create scenarios, you must create your mappings first.

Step-by-Step

How to Create Scenarios

  1. Log in to M-Bridge.
  2. Navigate to Xero > Settings.Xero.pngThe Scenarios screen displays.
  3. Click Add one now or the Add Scenario button.AddScenario.png The Create a new Scenario page displays.
  4. Select the Type of Scenario you want to create from the drop-down list.CreateScenario.png
  5. Define your scenario. The following are common fields for all scenarios:
    • Select the same Service and Organization as the mapping(s) to be used in the scenario.
    • Choose to Filter by Project to specify criteria for projects to send to the Xero organization.
    • To specify criteria, enter filters in the Project Filters field. Any project field in the Mavenlink UI can be added as a filter by using its query parameters in the Mavenlink API documentation.
      If adding more than one filter, separate them using an ampersand (“&”).xero-scenario-project-filters-on.png
  6. Click Save Scenario.SaveScenario.png

 

Step-by-Step

How to Edit Scenarios

  1. Log in to M-Bridge.
  2. Navigate to Xero > Settings.Xero.png The Scenarios page displays.
  3. Find the row of the Scenario you would like to edit.
  4. On the right end of the row, click the drop-down arrow next to the Sync button.DropdownEditScenario.gif
  5. Click Edit.
    The Edit Scenario page displays.
  6. Update fields as needed.
  7. Click Save Scenario.SaveScenario.png

 

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