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To synchronize additional pople/contacts, we need to ensure we have a Contact Person mapping. Below is an example of a Contact Person mapping that is included in the TwixRiva package.
Object API Name - Target Standard/Custom Object to retrieve the contact person
Object Record Id - The look-up field that will be used as a filter to the target object for contact person.
FirstName -
CustomMetaData Mapping | Description |
|---|---|
Object API Name | Target Standard/Custom Object to retrieve the contact person |
Object Record Id | The look-up field that will be used as a filter to the target object for contact person |
FirstName | The field to map the FirstName of the Contact Person Xero. |
LastName | The field to map the LastName of the Contact Person Xero |
EmailAddress | The field to map the Email of the Contact Person Xero |
IncludeInEmails | The field to map the IncludeInEmail of the Contact Person Xero |
NumberOfContacts | The limit of number of contacts to sync in Xero. We can only sync a maximum of 5 contacts. |
IsContactPerson | A boolean field in the target object that determines if a record can be sync as a contact person. |
| Info |
|---|
FirstName, LastName, EmailAddress, IncludedInEmails and IsContactPerson are fileds in the target object. These are all required setup the contact person sync in Xero. |
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