Xero: Setting Up Your Integration

Xero: Setting Up Your Integration



Overview


The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to:

  • Export Clients from Matters.Cloud to create Customers in Xero.
  • Export Matters from Matters.Cloud to create Tracking Categories in Xero.
  • Export Invoices and Credit Notes from Matters.Cloud to create Invoices in Xero.
  • Export Client / Trust Transactions from Matters.Cloud to create Bank Transactions in Xero.
  • Import Invoice Payments from Xero to create Invoice Payments in Matters.Cloud.
  • Import Bills to Pay from Xero to create Disbursements in 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 platform

To accss 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: 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 4: 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.

Setting Up Your Initial Data

Please refer to the following knowledge base article:

Contacting Xero Support

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




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