Xero: Create Mappings – Kantata Knowledge Base

Getting Started

The first step to integrating your Xero services with Mavenlink is to create your mappings.

Log in to M-Bridge.
Navigate to Xero > Settings.The Scenarios screen displays.
Click Mappings and select Xero Users to define the User mappings first. The Xero User Mapping screen displays.
Create Mapping Sets.
- To create a new mapping set, click New Mapping Set.
  Note: You can create as many mapping sets as needed.
- Enter a name for your Mapping Set. We recommend a name that is memorable or that relates directly to the scenario you’re creating.
  In this example, a Mapping Set for a Xero User Mapping is named Product.
- Select your Service. In this example, we have selected Global Xero.
- Select your Organization. In this example, we have selected 73459.
- Map values between Mavenlink and Xero.
  
  Note: The drop-down options for mapping values change based on the service and organization you select.
  In this example, the following values in each system are mapped to each other:
- To add mappings, click Adding Mapping Pair.
- To delete mappings, click the remove button.
- When finished, click Submit.
- The first Mapping Set created for a Mapping becomes the default.
  To change the default Mapping Set, click Make Default next to a different set.
Repeat steps 3 and 4 for any other User Mappings you need.
Define Account Mappings next. Repeat steps 3 and 4, but select Xero Account in Step 3 instead.

If you create new mappings for an existing service, make sure you update the relevant scenarios to use those new mappings.