Here are some common questions about integrating Marmin with your Xero account.
- What should my username be for both Xero and Marmin?
- To ensure the integration works correctly, the email address you use to log in to your Xero account must be the same as the email address for your Marmin account. You also need to have at least one business profile and bank account added to your Marmin account before connecting to Xero. This is needed to embed your business details and cryptographic signature on every document created from Xero.
- How do I fix syncing issues between Marmin and Xero?
- There are two places to check if data is not syncing properly.
- In Marmin: Go to Settings and then to Xero Webhook Integration. The status should show as "Connected" with the name of your Xero business. If it's not, you may need to reconnect.
- In Xero: On the top right corner, check your "connected apps" to ensure that the Marmin app is still connected. If the connection is not active on either platform, you should disconnect and reconnect by following the setup steps again.
- How do I ensure my Xero data is sufficient for ZATCA e-invoicing?
- Xero is a global accounting tool and does not have specific fields for ZATCA e-invoicing. To make sure your invoices are compliant, you must provide specific details for each customer in Xero, such as the VAT number in the "Tax ID number" field. You can refer to the "Syncing and Creating ZATCA-Compliant Invoices from Xero" section for a full list of required customer data points and their mapping to Marmin.
- How does Marmin identify a B2B versus a B2C customer from Xero?
- Since Xero doesn't directly indicate the customer type, Marmin uses a combination of the "Tax ID number" and "Business registration number" fields to determine if a customer is B2B or B2C.
- If either the Tax ID number or the Business registration number is present, it is considered a B2B customer.
- If both the Tax ID number and Business registration number are not present, it is treated as a B2C customer.
- How does Marmin identify if a customer is a Saudi or a non-Saudi customer?
- Marmin uses the phone number provided for the customer to determine if they are a Saudi or non-Saudi customer. This is important for correctly generating local or export invoices.
- What VAT rates are supported with the integration?
- Marmin supports the two main VAT rates used in Saudi Arabia:
- Standard VAT Rate: For standard transactions, a VAT rate of 15% should be assigned in Xero. Marmin will apply the correct VAT category based on this percentage.
- 0% VAT Rate: A 0% VAT rate is used for export invoices.
- For local Saudi customers with a 0% VAT rate, Marmin defaults the VAT category to O (zero-rated domestic) because Xero does not provide an option to add the specific VAT exemption code required by ZATCA.
- What do I need to do for Phase 2 implementation?
- There are no changes required on the Xero side or with the existing integration for Phase 2. Once Phase 2 is enabled for your account, all invoices synced from Xero will be automatically sent to ZATCA for validation. If you need help with this, please reach out to
support@marmin.ai.