TwixRiva allows you to auto-create Xero Records based on events, using the Process Builder. For Example: If you want to create a Invoice when an opportunity is set to Closed Won, you can set this feature up and it will automatically create a Invoice in Xero from the opportunity and sync it back to Salesforce as wellThis feature allows you to create Purchase Orders, Client Invoices, Supplier Invoicessubmit timesheets to Xero. The source data can be from any standard and custom object that can be map to represent a timesheet information in Xero. After the mapping is done, simply configure a trigger such as a process builder to call the function to push the timesheet record to Xero.
Steps to perform to set it up:
Step 1 - Identify your source object . Does this object has lines?in the mapping. You can use the guideline below. For this example, we have created a custom object Timesheet to better illustrate the mapping setup.
Salesforce Data | Xero | Description |
|---|---|---|
Timesheet__c.Resource_Xero_Id__c | EmployeeId | This provides reference for the Xero employee in the timesheet. This recordId is available in Xero |
Timesheet__c.Date_From__c | StartDate | Identifies the start date of the payperiod of the timesheet. This is defined in Xero. |
Timesheet__c.Date_To__c | EndDate | Identifies the end date of the payperiod of the timesheet. This is defined in Xero. |
Time_Log__c.Earnings_Rate_Id__c | EarningRateID | Identifies the Earning Rate ID for the time log.  |
Step 2 - On TwixRiva Xero Invoice object, create a lookup field to your source object.
Note: if you already have a lookup as part of the ‘Pre-Fill your Invoice’ guide, you can reuse this one.
Step 3 - Create a new record in the Xero AutoCreate Mapping Custom Metadata Types.(Gear Icon on the right>Setup> Search Custom Metadata in the Quick Find Box on the left>Click on Custom Metadata Types>Manage Records Next to Xero Auto Create