Xero: What Fields Do You Sync?

Xero: What Fields Do You Sync?



Introduction



In this article, we explore the data fields shared between Matters.Cloud and Xero during integration. Understanding which fields are included is essential for ensuring seamless data synchronisation, accurate reporting, and a streamlined workflow.

By knowing which information is exchanged between these two platforms, you'll be better equipped to set up, troubleshoot, and optimise the integration for your firm's needs. This guide covers the key fields involved in the integration, offering clarity on how client, matter, invoice and financial data flows from Matters.Cloud to Xero and vice versa.

Data Fields: Clients

Clients are published from Matters.Cloud to Xero both when they're first created and whenever updates are made.
‚Äč


Contact / Organization


client.name
contact & organization
contact.name
client.code
contact & organization
contact.account_number
and
contact.contact_code
contact.first_name
contact
contact.first_name
contact.last_name
contact
contact.last_name
client.billing_email*

*(first email address only)
contact & organization
contact.email
contact.home_phone
contact
contact.phone_number
primary_address.address_1
contact & organization
contact.address1
primary_address.address_2
contact & organization
contact.address2
primary_address.address_3
contact & organization
contact.address3
primary_address.locality
contact & organization
contact.town
primary_address.region
contact & organization
contact.region
primary_address.country
contact & organization
contact.country
primary_address.postcode
contact & organization
contact.postcode
organization.tax_number
organization
contact.tax_number
organization.url
organization
contact.website

Data Fields: Matters

Matters are published from Matters.Cloud to Xero using Tracking categories both when they're first created and whenever updates are made.




matter.client_matter_code
tracking_category.id
It is optional to setup integration using Tracking Categories within Xero, refer to this article for more information: Xero: Setting Up Tracking Categories

Data Fields: Invoices

Invoices are published from Matters.Cloud to Xero when they are either Marked as sent, sent via email, or exported from the integrations page.




invoice.invoice_number
invoice.invoice_number
invoice.invoice_date
invoice..date
invoice.tax_amount
invoice.total_tax
invoice.amount
invoice.total
invoice.currency_id
invoice.currency_code
invoice.due_date
invoice.due_date
invoice_item.description
invoice_item.description
invoice_item.item_type
invoice_item.item_type

(note: If 'Fees' then 'Hours' else if 'Expenses' then 'Expenses')
invoice_item.tax_rate.xero_code
invoice_item.tax_type
n/a
invoice_item.quantity = 1
invoice_item.amount
invoice_item.price


Data Fields: Credit Notes

Credit Notes are published from Matters.Cloud to Xero when they are either Marked as sent, sent via email, or exported from the integrations page.




invoice.invoice_number

(note: where invoice_type = 'Credit note')
credit_note.invoice_number
invoice.invoice_date
credit_note..date
invoice.tax_amount
credit_note.total_tax
invoice.amount
credit_note.total
invoice.currency_id
credit_note.currency_code
invoice.due_date
credit_note.due_date
invoice_item.description
credit_note_item.description
invoice_item.item_type
credit_note_item.item_type

(note: If 'Fees' then 'Hours' else if 'Expenses' then 'Expenses')
invoice_item.tax_rate.xero_code
credit_note_item.tax_type
n/a
credit_note_item.quantity = 1
invoice_item.amount
credit_note_item.amount

Data Fields: Invoice Payments

Invoice Payments are imported from Matters.Cloud to Xero once a day, on demand for a specific invoice, or by using the Import payments function from the integrations page.




invoice_payment.date
payments.date
invoice_payment.amount
payments.amount
invoice_payment.invoice_id
payments.invoice.id
invoice_payment.currency_id
payments.invoice.currency_code
invoice_payment.receipt_type
"receipt"

Xero: Setting Up Your Integration



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