Requirements
Integrations Platform: M-Bridge
Subscription Plan: Enterprise
User Permissions: Account Administrator
Overview
Integrating Kantata'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 Kantata's time and expense entries to gain greater visibility into the status of your payments.
Getting Started
The Xero integration requires API access to Xero through a private application. To get started, please reach out to Customer Success or the Support team.
Xero Scenarios
There are 4 pre-built scenarios available for this integration:
- Mavenlink Expense Reports to Xero Expense Claims—This scenario transfers expenses from Kantata OX to expense claims in Xero.
-
Mavenlink Expense Reports to Xero Vendor Bills—This scenario syncs approved expense reports from Kantata OX to Xero as vendor bills.
Note: Once the invoice is fully paid in Xero, it will be marked as paid in Kantata OX.
- Mavenlink Invoices to Xero—This scenario syncs invoices in Kantata OX to invoices in Xero.
- Xero Lists to Mavenlink Custom Fields—This scenario syncs lists of data from Xero to Kantata OX.
Field Mappings
Invoices
Kantata | 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
Kantata | 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
Kantata | 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
Kantata | 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
Kantata | 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
Kantata | Direction | Xero |
---|---|---|
Message | ← | Full payment received via Xero |
Expense Mapping
Kantata | 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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