ACCESS & AVAILABILITY
This integration is available for purchase for Enterprise plans. The integration requires API access to Xero through a private application. To get started, please reach out to Customer Success or the Support team.
Overview
Integrating Mavenlink’s powerful project management capabilities with the time-saving tools of Xero GL, you can speed up expense tracking and deliver projects more predictably and profitably. With the functionality of Xero’s general ledger, you can create and send custom invoices from Mavenlink's time and expense entries to gain greater visibility into the status of your payments.
Below are some of the scenarios and options that you’ll use when setting up the integration.
Mavenlink Invoices to Xero
When an invoice is generated in Mavenlink, Time Entries, Expenses, Fixed Fee Items and Additional Items are pushed to Xero. Then, when an invoice is fully paid in Xero, the payment is logged in Mavenlink. Options for this scenario are:
- Select the default Xero Account Code with which Mavenlink Line Items are associated.
- Select the Xero Item Code with which Mavenlink Line Items are associated.
- Select whether to "roll up" or group Time Entries attached to a Mavenlink Task into a single Xero invoice line item.
- Select whether to "roll up" or group Expenses attached to a Mavenlink Task into a single Xero invoice line item.
- Select whether to include details for Fixed Fee Items in a Xero invoice line item description.
- Select the custom field(s) that will have Leading Text.
Mavenlink Expense Reports to Xero Expense Claims
After an expense report gets approved in Mavenlink, an Expense Claim is created in Xero. There is one option for this scenario.
- Select the custom field that contains the Xero contact.
Field Mappings
Invoices
Mavenlink | Direction | Xero |
---|---|---|
ACCREC (Sales Invoice) | → | Type |
Invoice Preferences: Client Name (defaults to Client Name when Custom Contact Field not defined in scenario) |
→ | Contact Name |
Invoice Date | → | Date |
Due Date | → | Due Date |
User Invoice Number | → | Invoice Number |
Purchase Order | → | Reference |
Currency | → | Currency Code |
Authorized | → | Status (Awaiting Approval) |
Invoice Mapping: Time Entries
Mavenlink | Direction | Xero |
---|---|---|
Workspace—Story | Date / User / Notes | → | Description |
Hours | → | Quantity |
Amount | → | Unit Amount |
Amount*Tax rate | → | Tax Amount |
Configurable Option | → | Item Code |
Configurable Option | → | Account Code |
Invoice Mapping: Expenses
Mavenlink | Direction | Xero |
---|---|---|
Workspace—Story |Date / Category / Notes | → | Description |
Amount | → | Unit Amount |
Amount * Tax rate | → | Tax Amount |
Configurable Option | → | Item Code |
Configurable Option | → | Account Code |
Invoice Mapping: Additional Items
Mavenlink | Direction | Xero |
---|---|---|
Additional—Notes | → | Description |
Amount | → | Unit Amount |
Amount * Tax rate | → | Tax Amount |
Configurable Option | → | Item Code |
Configurable Option | → | Account Code |
Invoice Mapping: Fixed Fee Items
Mavenlink | Direction | Xero |
---|---|---|
Workspace—Story |Fixed-Fee / Notes | → | Description |
Amount | → | Unit Amount |
Amount * Tax rate | → | Tax Amount |
Configurable Option | → | Item Code |
Configurable Option | → | Account Code |
Invoice Mapping: Payments
Mavenlink | Direction | Xero |
---|---|---|
Message | ← | Full payment received via Xero |
Expense Mapping
Mavenlink | Direction | Xero |
---|---|---|
Expense Contact Name (project-level custom field—defined in scenario) |
→ | Receipt From |
Expense Date | → | Date |
Expense Amount | → | Total |
Expense Notes | → | Description |
Expense Amount | → | Unit Price |
Expense Category | → | Account |
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