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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 represent a timesheet information in Xero. After the mapping is done, simply configure a trigger such as a process builder to call a function to push the timesheet record to Xero.

Steps to perform to set it up:

Step 1 - Identify your source object in the mapping. Does this object has lines?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 oneFor this example, we have created a custom object Timesheet to better illustrate the mapping setup. The Timesheet object will be the source object.

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 Image Added
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. Info Open the App Launcher, search for “Xero Setting List” tab, click the the “Earning Rates” Tab Image Added
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. Info If there a missing dates in the time logs compared to the timesheet Start & End Dates, TwixRiva will ensure that '0' is sent to TwixRiva for processing
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.

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 Createmapping by clicking the “New” button.

Note:

• 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.

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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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Step 5 - Activate the process builder.