Xero

Metric.ai allows you to export invoices to Xero. Editing invoices in Xero also updates the linked invoice in Metric.ai.

• How to Connect
• Configure Settings
• Export Invoices to Xero
• Link Invoices in Metric and Xero
• Unlink Invoices
• Data Mapping
  

How to Connect

1. Sign in to Xero.
2. Sign in to Metric.ai.
3. Select INTEGRATIONS from the left menu.
4. Click the +NEW INTEGRATION button.
5. Select Xero from the list of integrations.
6. Allow Metric.ai to access your data in Xero.
   
7. Wait for the data to appear in Metric.ai. This process could take a couple of hours depending on the number of records.
8. Validate that clients are synchronized correctly.
9. Set the 1:1 mapping between clients in Xero and clients in Metric.ai (optional).

Configure Settings

1. Go to the Configure section.
2. Select the default values for Account For Line Items Export and Line Amount Types for Export. These values will be set in Xero for invoices exported from Metric.
   

Export Invoices to Xero

1. Create an invoice or open an existing invoice in Metric.ai.
   Note: You can't export Paid invoices or invoices without any items.
2. If you create an invoice under a project in Metric.ai, make sure that the project is associated with a client.
3. Click the EXPORT button.
4. Select the Xero integration if you have more than one integration.
   
5. If the client on the invoice in Metric is not linked to a client (contact) in Xero, then the export allows you to create a new client in Xero and link it to Metric.
   
   

A new invoice with data from Metric will be created and linked in Xero. 

If you edit the invoice in Xero, then the linked invoice in Metric.ai will automatically be updated with the next data sync. You can see when the last data sync was or you can run a force update of the data in Metric from the Xero integration.

You cannot edit a linked invoice in Metric.ai. To edit a linked invoice in Metric.ai, you need to update it in Xero or unlink the invoice.

You can navigate to an invoice in Xero using the link from an invoice in Metric.

Link Invoices in Metric and Xero

1. Make sure that the invoices in Metric and Xero have the same invoice number.
2. Click the EXPORT button.
3. Select the Xero integration if you have more than one integration.

Your Metric invoice is now linked to the invoice in Xero.

The linked invoice in Metric will be overwritten by data from Xero. Any changes to the invoice in Xero will be updated in Metric with the next data sync.

You cannot edit a linked invoice in Metric. To edit an invoice in Metric.ai, you need to update it in Xero or unlink the invoice.

You can navigate to an invoice in Xero by the link from an invoice in Metric.

Unlink Invoices

1. Go to an invoice in Metric.ai that is linked to an invoice in Xero.
2. Select the UNLINK button.

Unlinking will not delete the invoice in Xero, but the invoice will not be connected to the invoice in Metric anymore. Any changes to the invoice that are made in Xero will no longer be automatically updated in Metric.

You can export an unlinked invoice to the same or another integration again.

Data Mapping