Xero: Create and Edit Scenarios

Requirements

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

How to Create Scenarios

1. Log in to M-Bridge.
2. Navigate to Xero > Settings. The Scenarios screen displays.
3. Click Add one now or the Add Scenario button. The Create a new Scenario page displays.
4. Select the Type of Scenario you want to create from the drop-down list.
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 API documentation.
  If adding more than one filter, separate them using an ampersand (“&”).
• Click Save Scenario.
  

How to Edit Scenarios

1. Log in to M-Bridge.
2. Navigate to Xero > Settings. 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.
5. Click Edit. The Edit Scenario page displays.
6. Update fields as needed.
7. Click Save Scenario.
   

Related Articles

• Xero Integration Overview
• Xero: Create a New Service
• Xero: Create Mappings