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  • Status - Specify the status of the timesheet when it it sent to Xero. This can be map from a custom field or a literal value like in the example. The values are “DRAFT” and “AUTHORISED”

  • Line Related to Object - This is the line item object for the timesheet. This is where the “Time Log Date” and “NumberOfUnits” field reference should be available.

  • ParentId - Repreresents the relationship field of the “Line Related to Object” to the Timesheet source object. This can either be the look-up field or the parent field in a mater-detail relationship.


Step 4 - After the mapping is created, define a trigger on when to send the timesheet to Xero. For this example, we are going to use a process builder. When the timesheet is approved, we are going to call a an apex class to pass the record Id of the timesheet record. In the Apex class search field, type in “Push Record to Xero”. Set the following parameters for the Set Apex Variables.

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