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.
| 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" |
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