Magnetic +
Xero
If Xero is your go-to accounting software, seamlessly integrate it with Magnetic to keep records tidy and streamline your business accounting
About
Integrating Magnetic with Xero, allows you to sync Tax and Supplier Invoices between the two platforms.
How it works
- Tax and Supplier Invoices, as well as Tax and Supplier Credit Notes, will be exported to Xero from Magnetic.
- If an item type does not exist in Xero, it will be automatically created the first time it is used in Magnetic. This will only update when you create an Invoice or Credit Note for that specific item type.
- The integration is 2-way integration, but only for payment statuses. Payment statuses in Xero will be synchronised with Magnetic which will make the payment status easy to view. Magnetic imports the payment status changes every 15 minutes. Having up-to-date payment statuses in Magnetic allows your account managers to see who owes you money without having to access the external accounting platform.
- Magnetic does exports to Xero in real-time. Real-time exporting means that accountants don't have to spend any time transferring credit notes, tax invoices etc. and have a live review in the accounting system of the business in Magnetic
- IMPORTANT: Your integration with Xero needs to have an active associated Magnetic Account, sharing the same email address to function correctly. If your account on Magnetic is de-activated, it will affect the functioning of your integration. You would then need to login to Xero and update your email address and once done, log back into Magnetic and redo your integration.
Setup
| Field Name | Required | Description |
|---|---|---|
| companyId | Yes | Find your company ID from within your account here |
| ownerEmail | No | Email address of the user who will own the opportunity. If left out the opportunity will be left unassigned. |
| fullName | No | Full name or first name of lead |
| Required if no fullName provided | Email of lead | |
| company | No | Company name of the lead. If left out we will try add the user to the appropriate company or the Private company |
| opportunityName | No | Name of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName. |
| createOpportunity | No | Set to "true" if you want to create an opportunity |
| mobile | No | Mobile number of lead |
| landline | No | Landline number of lead |
| comment | No | A comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in. |
| followupDays | No | If present a followup will be set due in x days time |
| tagsOpportunity | No | Comma separated list of tags on the opportunity |
| tagsContact | No | Comma separated list of tags on the contact |
| redirectUrl | Yes | The URL to redirect the user back to on your site to say thank you. |
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Magnetic is an all-in-one workflow management platform designed and built for professional services firms.
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