Accounting & Finance Integration

CMap + Xero

From project billing to your books, without re-keying.
Invoices, expenses and bills entered once in CMap, sent to Xero as drafts.
Payments and paid status flow back.

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What syncs

What the integrations does

Billing out. Costs both ways. Payments back.

Push project billing into Xero as drafts, move costs in either direction, and pull payment status back, with nominal codes, tax rates, currencies and tracking categories carried on every line.

CMap

→

Xero

CMap

↔

Xero

→

CMap

Push sales invoicing

Approved invoices and credit notes transfer to Xero as drafts, complete with the CMap invoice PDF attached, plus nominal codes, tax rates, currencies and your project tracking categories on every line.

CMap

↔

Xero

→

CMap

→

Xero

Move costs both ways

Push reimbursable expense claims, receipts attached, and approved purchase invoices into Xero as draft bills. Or pull supplier bills entered in Xero into CMap.

CMap

↔

Xero

→

CMap

→

Xero

Pull payment status

Payments recorded in Xero against sales invoices update what has been paid in CMap. Fully paid invoices are marked as paid automatically, so project teams see real cash status.

Why it matters

No double entry. No loss of control.

CMap runs your projects; Xero runs your books. Everything moves between them as a draft, so your accounts team stays in charge of what posts.

No double entry

Invoices, expenses and bills are entered once in CMap and transferred to Xero in batches, in a couple of clicks.

Accounts stay in control

Everything arrives in Xero as a draft. Your finance team reviews and approves before anything posts: CMap never posts to your ledger.

Project-true reporting

Xero tracking categories map to CMap project fields, keeping project-level analysis intact in your accounts.

Real cash visibility

Payment status flows back to CMap, so project managers see what has actually been paid without asking finance.

getting set up

Guided setup, then run it on demand.

This is a core CMap integration: built, supported and maintained by CMap, with no third-party middleware. Three steps, then every transfer runs on demand from CMap's Finance Tools. You choose exactly what goes across, and when.

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Connect to Xero

Link CMap securely to your Xero organisation in a couple of clicks.

Align your codes

Align tax rates and nominal codes with help from your CMap Consultant, and map your tracking categories.

Run transfers on demand

Run every transfer on demand from CMap's Finance Tools, whenever it suits you.

Frequently asked questions

Who builds and supports the Xero integration, and is middleware required?

It is a core CMap integration: built, supported and maintained by CMap, with no third-party middleware. It connects securely to your Xero organisation, and every transfer is run on demand from CMap's Finance Tools.

Which CMap editions include the Xero integration?

The Xero integration is a core CMap integration available on both the Consulting and AEC editions.

Does CMap post directly to my Xero ledger?

No. Everything CMap sends lands in Xero as a draft for your accounts team to review and approve. CMap never posts to your ledger, and Xero remains your system of record for accounting and compliance.

Does CMap integrate with Xero?

Yes. CMap's off-the-shelf Xero integration connects project billing to your accounts. Push sales invoices, credit notes, expenses and purchase invoices into Xero as drafts in a couple of clicks, and pull supplier bills and sales invoice payment status back into CMap.

Can supplier bills flow both ways?

Yes. You can push reimbursable expense claims, with receipts attached, and approved purchase invoices into Xero as draft bills, or pull supplier bills entered in Xero into CMap.

integrations

CMap, embedded in your wider tech stack

Xero is one of CMap's core finance integrations, built, supported and maintained by CMap, alongside the accounting, CRM and collaboration tools your business already runs on.

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