Xero: Setting Up Your Integration

Xero: Setting Up Your Integration (beta)



Overview



The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to:
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  • Export Clients from Matters.Cloud to Xero.
  • Export Invoices from Matters.Cloud to Xero.
  • Import Receipts from Xero into Matters.Cloud



Connecting Matters.Cloud with Xero

Step 1: Access The Integrations Portal

The integrations portal allows you to configure integrations with common cloud-based platforms.

To access the portal simply select Setup > Integrations and locate the following tile:



Step 2: Connect To Xero

Click the Connect button on the Xero tile and the following form will be displayed:


Enter your Email address and Password for Xero and click the Log in button.

The system will display a message asking you to Allow access as follows:


Click the Allow Access button.

The system will then return you to the Integrations Portal and display Connected on the Xero tile as follows:



Step 3: Export Existing Clients

To get started using Xero it is recommended you export your existing clients by clicking the Export clients button on the Xero tile.

This will do the following:

  • Create a new Contact within Xero for every client within Matters.Cloud

  • Update Matters.Cloud so that any updates made to the Client going forward be published to Xero automatically.

Step 4: Configure Xero Accounts


Before you start publishing Invoices / Credit notes to Xero it is necessary to configure default Accounts for Fees and Expense line items with Xero.

From the Integrations page click the Settings button on the Xero tile.



Select a Xero fees account and Xero expenses account and click the Submit button.

Step 5: Configure Tax Type Mapping

In order to enable publishing of Invoices within Matters.Cloud it is necessary to configure mapping between Tax Rates within Matters.Cloud to Tax Types within Xero.

To configure the mapping simply select Setup > Invoicing > Tax Types.

Select the Tax type you want to create a mapping for and open it for editing by clicking on the Tax type Name.

Select the Tax rate you want to map to Xero and click the Edit button.


Select a Xero Tax Type and click the Submit button.


Step 6: Export Existing Invoices (optional)

You can export existing Invoices from Matters.Cloud to Xero by clicking the Export invoices button on the Xero tile.

This will do the following:

  • Create a new Invoice within Xero for every Invoice within Matters.Cloud that is related to a Client that also exists within Xero.

  • Update Matters.Cloud so that any updates made to the Invoice going forward will be published to Xero automatically.

Note: If you have previously entered Invoices manually into Xero it is not recommended to use this facility as it will create duplicate records within Xero.

Contacting Xero Support

Futher information on using Xero is available from the Xero Central Support Site: 


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