Integration Flow

The following diagram represents how entities in MonetizeNow and Xero are related. Currently, we offer a uni-directional sync from MonetizeNow to Xero.

Data is synced from MonetizeNow to Xero when:

1. A MonetizeNow Account is updated and a Contact exists for that account in Xero
2. A MonetizeNow Invoice or Credit Note is created
3. A MonetizeNow Invoice is paid

Overview of Data Synchronization

The following objects are natively synchronized from MonetizeNow to Xero:

• MonetizeNow -> Xero
  • Account -> Contact
    • Accounts in MonetizeNow are created in Xero as Contacts when an invoice is generated.
      • Accounts without invoices are not synced to Xero.
    • Once a Contact exists in Xero, any updates to the account name in MonetizeNow will be automatically synced.
  • Invoice -> Invoice
    • When an Invoice is generated in MonetizeNow, an Invoice is created in Xero.
  • Invoice Item -> Item
    • When an Invoice is generated in MonetizeNow, Invoice Items from MonetizeNow are synced to Xero as Items.
  • Payment -> Payment
    • Payments from MonetizeNow are synced to Xero as Payments when an invoice is paid or a payment is applied or unapplied to an invoice.
  • CreditNote -> CreditNote
    • Credit Notes in MonetizeNow are synced to Xero when they are created or when their application is updated.
      • Note: Contacts are not created as part of this process—if a matching Contact does not already exist in Xero, the Credit Note will not be synced.

Invoicing Flow

Invoice Creation flow

Invoices are created in MonetizeNow automatically, through a scheduled batch job, or manually by a user.

When the invoice is generated, MonetizeNow publishes a webhook event INVOICE_CREATE that triggers the invoice sync from MonetizeNow to Xero, which initiates the following data flow:

• Searches to see if a Xero Contact exists with the MonetizeNow Account Name
  • If Xero no Contact exists, the integration creates a Contact in Xero for the associated MonetizeNow Account
    • Populates Contact details from an associated Billing Contact on an Invoice to Xero Customer
  • If Xero returns a match for the customer, then Xero Invoice and Xero Items are created against that account
• Creates Xero Invoice for an unpaid MonetizeNow Invoice
• Creates Xero Items from MonetizeNow Invoice Item linked to an Invoice.

Invoice Paid Workflow

When an invoice is paid, through Credit Card, ACH transfer or manually, MonetizeNow publishes a webhook event INVOICE_PAID that triggers the payment sync from MonetizeNow to Xero, which initiates the following data flow:

• Check if an associated Xero invoice exists
  • If yes, creates a Xero Payment from the MonetizeNow Payment.
    • This updates the Xero Invoice to reflect the status to PAID if fully paid
  • If no, it follows Invoice Creation flow first and then syncs Payments to Xero

Account Update Workflow

• Only account name updates are synced from MonetizeNow to Xero.
• When the name of an account is updated in MonetizeNow, the associated Xero Contact is updated only if the Contact already exists in Xero.
• No other account fields are currently synced.