Xero - Integration Features and Requirements

The purpose of this document is to list all the specific features of the integration with Xero, calling out the features that we do support and others we do not, and noting where we or the accounting software has a particular limitation or requirement.

Overview of Integration Features

The integration includes these features:

• Sync accounts and dimensions from Xero– each weeknight via the nightly automated sync and ad hoc.
• Sync GL transactions from the accounting system each weeknight. The nightly sync updates the current and previous two full months. Ad hoc sync is available to allow the manual sync any desired range of months.
• Drilldown in Martus from standard financial reports to see transaction detail.
• Display of vendor name on transaction detail.

Xero Configuration

REST Web Services and Token-Based Authentication must be enabled in Xero. Client credentials are via a Machine-to-Machine Grant.

Authorization

Martus access to Xero is via token-based authentication. Client Credentials are via a Machine-to-Machine Grant.

Dimension Setup / Tracking Categories

As with any Martus configuration, the Implementation Consultant works with the customer to identify the dimensions that are important to budgeting and reporting.  (GL accounts are not considered dimensions, within Martus.) Martus can support whatever Xero tracking categories the customer uses, up to the Martus maximum of 8.

• Xero uses tracking categories and options instead of department codes or cost centers.

• You can have a maximum of four tracking categories in total, but only two can be active at any time. Dimensions in Martus should match the active tracking categories.

• Each tracking category can have multiple tracking options. A category needs at least one tracking option to assign tracking to a transaction.

• We recommend you have no more than 100 tracking options for each tracking category to ensure reports load quickly.

Syncing Martus to Xero

Martus will sync daily all GL accounts and dimensions, as well as actuals for the current and two previous full months, as is standard for Martus API Integrations. 

Pulling Budgets from Xero

Not yet supported.

Statistical Accounts

Not yet supported.

Display of Attachments

Martus will display attachments on transactions.

Budget Export or Upload

Not yet supported.

Multi-Currency

Not yet supported.

Xero - Integration Setup

Review the requirements and complete the steps below to set up the Martus integration with Xero.

Requirements

The user in Martus who is going to make the connection to Xero must be an Admin-level user in Xero.

Steps

1. In Martus, go to Setup > Xero and click Connect. You will be redirected to login.xero.com.
2. Log in to Xero and complete the connection.
3. The Realm, Access Token, Refresh Token and Organization will populate in Martus.
4. Sync the dimensions and actuals desired in Martus in Dashboard > Updater.