Versions Compared

Old Version 5

changes.mady.by.user Mark Gabay (Unlicensed)

Saved on

compared with

New Version 6

changes.mady.by.user Mark Gabay (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Synced. This comes from the Bank account nameSyncedSyncedSyncedSyncedMissingSyncedMissingSyncedSyncedSyncedSyncedSyncedSynced

Synced

If a record already has the same ID in Salesforce, then the record should be updated. If not, then the record can be created.

 

 

Synced, but this is ABN from Xero, will rename it in SF(only the labelIf the contact in Xero is a customer, then check the box- Not sure where to mark this is Xero, so its blank in my testIf the contact in Xero is a supplier, then check the box- Not sure where to mark this is Xero, so its blank in my test

Synced

Take whatever value comes from Xero- Which field is it comming from? Vlaues need to match as are in Xero

Synced

Take whatever values comes from - Which field is it comming from? Vlaues need to match as are in XeroSyncedSyncedSyncedTake whatever values come from - Values are missing spaces in betweenSynced

But the value come from Default Sales Account Code Field and just the code come through not the text following the code

Synced

Is Always Active

Should there be any other values- changed it to non editable/read only

Xero Field

Salesforce Object

SF Field Name

Changes needed to the fields

Data TypeSync Status

Sync Direction (As Expected)

Contact.Name

Xero_Contact

Account_Name

Text (255)

Xero ↔ SFDC

Contact.BatchPayments.BankAccountName

Xero_Contact

Bank_Account__c

 

Text (255)

Xero ↔ SFDC

Contact.BatchPayments.AccountNumber

Xero_Contact

Account_Number

Text (255)

Xero → SFDC

Contact.ACN

Xero_Contact

ACN__c

Text (255)

N/A

Contact.AccountsPayableTaxType

Xero_Contact

AP_Tax_Type__c

Text (255)

Xero → SFDC

Contact.AccountsReceivableTaxType

Xero_Contact

AR_Tax_Type__c

Text (255)

Synced

Xero → SFDC

Contact.PaymentTerms.Bills.Day

Xero_Contact

Bill_Default_Due_Date_Days__c

Text (255)

Synced

Xero → SFDC

Contact.PaymentTerms.Bills.Type

Xero_Contact

Bill_Default_Due_Date_Type__c

Text (255)

Xero → SFDC

Contact.DefaultCurrency

Xero_Contact

Default_Currency__c

Text (255)

Xero → SFDC

Lastname

LastnameContact.Addresss.AddressLine1(Postal Address)

Xero_Contact

Shipping_Street__c

 

Text (255)

Xero ↔ SFDC

Contact.Addresess.City (Postal Address)

Xero_Contact

Shipping_City__c

 

Text (255)

Xero ↔ SFDC

Phone

PhoneContact.Addresess.Region (Postal Address)

Xero_Contact

Shipping_State__c

 

Phone

Text (255)

Xero ↔ SFDC

Email

EmailContact.Addresess.PostalCode (Postal Address)

Xero_Contact

Shipping__Postcode__c

 

Email

Text (255)

Xero ↔ SFDC

Mobile

MobileContact.Addresess.Country (Postal Address)

Xero_Contact

Shipping_Country__c

 

Phone

Missing

Xero ↔ SFDC

Postal addressText (255)

Xero ↔ SFDC

Contact.Addresess.AddressLine1(Street Address)

Xero_Contact

Street__c

 

Text Area(255)

Xero ↔ SFDC

City/TownContact.Addresess.City (Street Address)

Xero_Contact

City__c

 

Text (255)

Xero ↔ SFDC

State / Region

Contact.Addresess.Region (Street Address)

Xero_Contact

State__c

 

Text (255)

Xero ↔ SFDCPostal/Zip Code

Contact.Addresess.PostalCode (Street Address)

Xero_Contact

Postcode__c

 

Text (255)

Xero ↔ SFDCCountry

Contact.Addresess.PostalCode (Street Address)

Xero_Contact

Country__c

 

Text (255)

Missing

Xero ↔ SFDC

Shipping Address

Shipping_StreetContact.Phones.PhoneNumber (Default Phone Type)

Xero_Contact

Phone__c

 

Phone

Text (255)

Missing

Xero ↔ SFDC

City / Town

Shipping_CityXero ↔ SFDC

Contact.Phones.PhoneAreaCode (Default Phone Type)

Xero_Contact

Phone_Area_Code

Text (2)

Xero ↔ SFDC

Contact.Phones.PhoneCountryCode (Default Phone Type)

Xero_Contact

Phone_Country_Code

Text (2)

Xero ↔ SFDC

Contact.Phones.PhoneNumber (Mobile Phone Type)

Xero_Contact

Phone__c

 

Phone

Xero ↔ SFDC

Contact.Phones.PhoneAreaCode (Mobile Phone Type)

Xero_Contact

Phone_Area_Code

Text (2552)

Xero ↔ SFDC

State/Region

Shipping_State__c

 

Text (255)

Synced

Xero ↔ SFDC

Postal/Zip Code

Shipping__Postcode__c

 

Text (255)

Synced

Xero ↔ SFDC

Country

Shipping_Country__c

 

Text (255)

Missing

Xero ↔ SFDCContact.Phones.PhoneCountryCode (Mobile Phone Type)

Xero_Contact

Phone_Country_Code

Text (2)

Xero ↔ SFDC

Contact.Phones.PhoneCountryCode (Fax Phone Type)

Xero_Contact

Phone_Country_Code

Text (2)

SFDC→ Xero

Contact.Phones.PhoneNumber (Fax Phone Type)

Xero_Contact

Phone__c

 

Phone

SFDC→ Xero

Contact.Phones.PhoneAreaCode (Fax Phone Type)

Xero_Contact

Phone_Area_Code

Text (2)

SFDC→ Xero

Contact.Phones.PhoneCountryCode (Fax Phone Type)

Xero_Contact

Phone_Country_Code

Text (2)

SFDC→ Xero

Email

Email__c

 

Email

SFDC→ Xero

Contact.SalesDefaultAccountCode

Org ID

Xero_Org_ID__c

Set The default value as the ID of the Connected Org, or may be make it non editable and when the Contact is Created in SF, after the sync to Xero it should be updated in SF against the record

Text (255)

Xero → SFDC

Xero Org

Xero_Org__c

Set The default value as the name of the Connected Org, or may be make it non editable and when the Contact is created in SF, after the sync to Xero it should be updated in SF against the record

Text (255)

Xero → SFDC

ID

Xero_ID__c

Should be non editable in SF and after the sync to Xero should be updated in SF against the record for records created first in SFDC

Text (255)

Xero → SFDC

 

Account__c

 

lookup (Account)

This is a lookup to a Salesforce Account
When a new Xero Contacts is identified

· Check first in the list of Salesforce Accounts if an account has the exact same name. If yes, automatically populate the Account__c field.

· If not, do not populate anything in this field.

 

 

Account Number

Account_Number__c

Bank Account Number

Text (255)

Missing

Xero ↔ SFDC

Tax

Tax__c

To be renamed To ABN, Need to add a validation rule to make sure the LEN of data is consistent

Text (255)

)

Xero ↔ SFDC

ACN

ACN__c

Need to add a validation rule to make sure the LEN of data is consistent

Text (255)

Missing

Xero ↔ SFDC

Website

Website__c

 

URL

Synced

Xero ↔ SFDC

 

Customer__c

 

Checkbox

Xero → SFDC

 

Xero ↔ SFDC

 

Supplier__c

 

Checkbox

Xero → SFDC

 

Xero ↔ SFDC

Accounts Receivable Tax Type

AR_Tax_Type__c

Should be a picklist for creation of contacts from SF and values should match the values in Xero

Text (255)

Xero → SFDC

 

Xero ↔ SFDC

Accounts Payable Tax Type

AP_Tax_Type__c

Should be a picklist for creation of contacts from SF and values should match the values in Xero

Text (255)

Xero

Xero → SFDC

 

Xero ↔ SFDC

Invoice Default Due Date Days

Invoice_Default_Due_Date_Days__c

 

Number (2)

Xero → SFDC

 

Xero ↔ SFDC

Invoice Default Due Date Type

Invoice_Default_Due_Date_Type__c

Needs to be picklist and the values should be same as Xero

Text (255)

Synced

Take whatever values come from Xero-Values are missing spaces in between

Xero → SFDC

 

Xero ↔ SFDC

Bill Default Due Date Days

Bill_Default_Due_Date_Days__c

 

Number (2)

Xero → SFDC

 

Xero ↔ SFDC

Invoice Default Due Date Type

Bill_Default_Due_Date_Type__c

Needs to be picklist and the values should be same as Xero

Text (255)

Xero

Xero → SFDC

Default Revenue Account Code

Revenue_Account_Code__c

Needs to be picklist and the values should be same as Xero

Text (255)

Xero → SFDC

 

Xero ↔ SFDC

Default Currency

Default_Currency__c

Needs to be picklist and the values should be same as Xero

Text (255)

Synced

Xero → SFDC

 

Xero ↔ SFDC

Invoice Branding Theme

Invoice_Branding_Theme

Needs to be picklist and the values should be same as Xero

Text (255)

Synced

Take whatever values come from Xero

Xero → SFDC

 

Xero ↔ SFDC

Status

Status__c

For creation from SF it should be defaulted to ACTIVE always and updated only from XERO

Text (255)

Xero → SFDC

 

Xero ↔ SFDC

 

MISISNG FIELDS- Not Sure Need to be Synced 

 

 

 

Details

 

 

 

 

 

Sales Discount 

 

 

 

 

Credit Limit Amount 

 

 

 

 

Purhase Account Code

 

Needs to be picklist and the values should be same as Xero

 

 

 Xero ↔ SFDC

Sales GST/ Sales Tax Settings