Xero and MaintainX

You can set up this integration via Zapier, a tool that automates workflows by connecting apps — without writing code. (Note: A paid Zapier plan may be required.) Alternatively, your IT/Developer resource or third-party integration service provider can reference MaintainX’s API documentation and configure the integration for you.

STEP 1:

Visit Zapier and sign in to your existing account, or sign up for a new one.

STEP 2:

Zapier enables you to set up integrations based on triggers and actions (called “Zaps”).

For example, you can create a Zap that enables you to generate a sales invoice in Xero from a completed work order in MaintainX:

Select the trigger app and event:

• App = MaintainX
• Event = New Category on Work Order

Then select the action app and event:

• App = Xero
• Event = Create Sales Invoice

STEP 3:

Follow the instructions to ensure you get all the information you need for your sales invoice. For example, this can include:

• Time to complete
• Hours
• Parts
• Company name
• Location
• Billing address

STEP 4:

Test your Zap. Verify that your trigger and action are set up correctly. Rename your Zap so it can be easily identified in Zapier.

STEP 5:

Publish your Zap. With MaintainX and Xero in sync, you can start auto-generating sales invoices based on completed work orders.

Note: Additional triggers and actions can be accessed via the dropdowns in Zapier. Follow the instructions to achieve your desired integration with MaintainX.

Requirements

• Must have a Xero plan.
• Must have MaintainX's Premium or Enterprise Plan.

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