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Step 1 - Identify your source object in the mapping. For this example, we have created a custom object Timesheet to better illustrate the mapping setup. The Timesheet object will be the source object.
| Note |
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These steps below are very important. Xero is very strict when it comes to Timesheets. And rightly so, it drives employees pay slips, and you do not want to get that wrong. |
Salesforce Data | Xero | Description |
|---|---|---|
Timesheet related data | ||
Timesheet__c.Resource_Xero_Id__c | EmployeeId | This provides reference for the Xero employee in the timesheet. This recordId is available in Xero. When you have connected your salesforce org to Xero, the information can be retrieved from the Xero Setting tab. Open the App Launcher, search for “Xero Setting List” tab, click the the “Employee List” Tab  |
Timesheet__c.Date_From__c | StartDate | Identifies the start date of the Pay period of the timesheet. This is defined in Xero. |
Timesheet__c.Date_To__c | EndDate | Identifies the end date of the Pay period of the timesheet. This is defined in Xero. |
Time Logs related data
Salesforce Data | Xero | Description | ||
|---|---|---|---|---|
Time_Log__c.Earnings_Rate_Id__c | EarningRateID | Identifies the Earning Rate ID for the time log. This information is available in the Xero Settings. When you have connected your salesforce org to Xero, the information can be retrieved from the Xero Setting tab.
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Time_Log__c.Date__c | This is the date when the resource/employee log the number of hours. This will not be sent to Xero, however, the date will be used for |
aggregating the total hours for each dates.
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Time_Log__c.Hours_Worked__c | NumberOfUnits | The number of hours for the time log |
Step 2 - When the mapping is ready, navigate to Setup - > Custom MetaData Types - > Managed Records Next to XeroAutoCreate TimeSheet Mapping.
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