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Xero Field | Salesforce Object | SF Field Name Changes needed to the fields | Data Type | Sync Direction (As Expected) | Remarks | ||||||||||||||||||||||||||||||||
Contact.Name | Xero_Contact | Account_Name__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.BatchPayments.BankAccountName | Xero_Contact | Bank_Account__c | Text (255) | Xero ↔ Xero → SFDC | |||||||||||||||||||||||||||||||||
Contact.BatchPayments.AccountNumber | Xero_Contact | Account_Number__c | Text (255) | Xero → Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.ACNAccountsPayableTaxType | Xero_Contact | ACNAP_Tax_Type__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.AccountsPayableTaxTypeAccountsReceivableTaxType | Xero_Contact | APAR_Tax_Type__c | Text (255) | Xero → Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.AccountsReceivableTaxTypePaymentTerms.Bills.Day | Xero_Contact | AR_Tax_TypeBill_Default_Due_Date_Days__c | Text (255) | Xero → Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.PaymentTerms.Bills.DayType | Xero_Contact | Bill_Default_Due_Date_DaysType__c | Text (255) | Xero → SFDC | |||||||||||||||||||||||||||||||||
Contact.PaymentTerms.Bills.PaymentsTerms.Sales.Day | Xero_Contact | Invoice_Default_Due_Date_Days__c | Number (2,0) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
ContactPaymentTerms.Sales.Type | Xero_Contact | BillInvoice_Default_Due_Date_Type__c | Text (255) | Xero → Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.DefaultCurrency | Xero_Contact | Default_Currency__c | Text (255) | Xero → Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresss.AddressLine1(Postal POBOX Address) | Xero_Contact | Shipping_Street__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.City (Postal POBOX Address) | Xero_Contact | Shipping_City__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.Region (Postal POBOX Address) | Xero_Contact | Shipping_State__c |
| Text (255) | Xero ↔ SFDC | ||||||||||||||||||||||||||||||||
Contact.Addresess.PostalCode (Postal POBOX Address) | Xero_Contact | Shipping__Postcode__c |
| Text (255) | Xero ↔ SFDC | ||||||||||||||||||||||||||||||||
Contact.Addresess.Country (Postal POBOX Address) | Xero_Contact | Shipping_Country__c |
| Text (255) | Xero ↔ SFDC | ||||||||||||||||||||||||||||||||
Contact.Addresess.AttentionTo (POBOX Address) | No Mapping | Changes entered from the custom screen can be push to Xero from Salesforce however the value is not store in SFDC. It will be fixed on the next release. | |||||||||||||||||||||||||||||||||||
Contact.Addresess.AddressLine1(Street Address) | Xero_Contact | Street__c | Text Area(255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.City (Street Address) | Xero_Contact | City__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.Region (Street Address) | Xero_Contact | State__c |
| Text (255) | Xero ↔ SFDC | ||||||||||||||||||||||||||||||||
Contact.Addresess.PostalCode (Street Address) | Xero_Contact | Postcode__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.PostalCode (Street Address) | Xero_Contact | Country__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Addresess.AttentionTo (Street Address) | No Mapping | Changes entered from the custom screen can be push to Xero from Salesforce however the value is not store in SFDC. It will be fixed on the next release. | |||||||||||||||||||||||||||||||||||
Contact.Phones.PhoneNumber (Default Phone Type) | Xero_Contact | Phone__c |
| Phone | Xero ↔ SFDC | ||||||||||||||||||||||||||||||||
Contact.Phones.PhoneAreaCode (Default Phone Type) | Xero_Contact | Phone_Area_Code | Text (2) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneCountryCode (Default Phone Type) | Xero_Contact | Phone_Country_Code | Text (2) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneNumber (Mobile Phone Type) | Xero_Contact | PhoneMobile__c | Phone | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneAreaCode (Mobile Phone Type) | Xero_Contact | PhoneMobile_Area_Code__c | Text (2) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneCountryCode (Mobile Phone Type) | Xero_Contact | PhoneMobile_Country_Code__c | Text (2) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneCountryCode (Fax Phone Type) | No Mapping | SFDC→ Xero | _ContactPhone_Country_Code | Text (2Changes entered from the custom screen can be push to Xero from Salesforce however the value is not store in SFDC. It will be fixed on the next release. | |||||||||||||||||||||||||||||||||
Contact.Phones.PhoneNumber (Fax Phone Type) | SFDC→ Xero | ||||||||||||||||||||||||||||||||||||
Contact.Phones. | PhoneNumber PhoneAreaCode (Fax Phone Type) | SFDC→ Xero | _ContactPhone__c |
| Phone|||||||||||||||||||||||||||||||||
Contact.Phones.PhoneCountryCode (Fax Phone Type) | SFDC→ Xero | ||||||||||||||||||||||||||||||||||||
Contact.Phones. | PhoneAreaCode PhoneCountryCode ( | Fax DDI Phone Type) | SFDC→ Xero | _ContactPhone_Area_Code | Text (2|||||||||||||||||||||||||||||||||
Contact.Phones.PhoneNumber (DDI Phone Type) | SFDC→ Xero | ||||||||||||||||||||||||||||||||||||
Contact.Phones. | PhoneCountryCode PhoneAreaCode ( | Fax DDI Phone Type) | SFDC→ Xero | _ContactPhone_Country_Code | Text (2|||||||||||||||||||||||||||||||||
Contact.Phones.PhoneCountryCode (DDI Phone Type) | SFDC→ Xero | ||||||||||||||||||||||||||||||||||||
Contact.Email | Xero_Contact | Email__c |
| SFDC→ Xero | When receiving email address in salesforce , the email format is validated by the process. | ||||||||||||||||||||||||||||||||
Contact.SalesDefaultAccountCode | Org ID | Xero_Org_IDXero_Contact | Revenue_Account_Code__c | Set The default value as the ID of the Connected Org, or may be make it non editable and when the Contact is Created in SF, after the sync to Xero it should be updated in SF against the record | Text (255)Xero → SFDC | Xero ↔ SFDC | |||||||||||||||||||||||||||||||
Contact.PurchasesDefaultAccountCode | Xero OrgXero_Org_Contact | Purchase_Account_Code__c | Set The default value as the name of the Connected Org, or may be make it non editable and when the Contact is created in SF, after the sync to Xero it should be updated in SF against the record | Text (255) | Xero → SFDC | IDXero ↔ SFDC | |||||||||||||||||||||||||||||||
Contact.ContactStatus | Xero_IDContact | Status__cShould be non editable in SF and after the sync to Xero should be updated in SF against the record for records created first in SFDC | Text (255) | SFDC→ Xero → SFDC |
| Account | |||||||||||||||||||||||||||||||
Contact.IsSupplier | Xero_Contact | Supplier__c |
| lookup (Account) |
| Account Number | Account_Number__c | Bank Account Number | Text (255) | Xero ↔ SFDC | Tax | Tax__c | To be renamed To ABN, Need to add a validation rule to make sure the LEN of data is consistentChecbox | SFDC→ Xero | |||||||||||||||||||||||
Contact.IsCustomer | Xero_Contact | Customer__c | Checkbox | SFDC→ Xero | |||||||||||||||||||||||||||||||||
Contact.FirstName | Xero_Contact | FirstName__c | Text (255) | Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
ACN | ACNContact.LastName | Xero_Contact | LastName__c | Need to add a validation rule to make sure the LEN of data is consistent | Text (255) | Xero ↔ SFDC | Website | Website__c |
| URL | Xero ↔ SFDC |
| Customer__c |
| Checkbox | Xero → SFDC
Xero ↔ SFDC |
| Supplier__c |
| Checkbox | Xero → SFDC
Xero ↔ SFDC | ||||||||||||||||
Accounts Receivable Tax Type | AR_Tax_Type__c | Should be a picklist for creation of contacts from SF and values should match the values in XeroContact.BrandingTheme.Name | Xero_Contact | Invoice_Branding_Theme__c | Text (255) | Xero → SFDC | |||||||||||||||||||||||||||||||
Contact.TaxNumber | Xero_Contact | Tax__c | Text (255) | Xero → SFDC
Xero ↔ SFDC | Accounts Payable Tax Type | AP_Tax_Type__c | Should be a picklist for creation of contacts from SF and values should match the values in Xero | Text ||||||||||||||||||||||||||||||
Contact.WebSite | Xero_Contact | Website__c | URL (255) | Xero → SFDC | Invoice Default Due Date Days | Invoice_Default_Due_Date_Days__c |
| Number (Changes entered from the custom screen can be push to Xero from Salesforce however the value is not store in SFDC. It will be fixed on the next release. | |||||||||||||||||||||||||||||
Contact.Discount | Xero_Contact | Sales_Discount__c | Number (16, 2) | Xero → SFDC
Xero ↔ SFDC | Invoice Default Due Date Type | Invoice_Default_Due_Date_Type__c | Needs to be picklist and the values should be same as Xero | ||||||||||||||||||||||||||||||
Text (255Contact.Balances.AccountsPayable.Outstanding | Xero_Contact | Total_Amount_Outstanding__c | Currency (16, 2) | Xero → SFDC
Xero ↔ SFDC | Bill Default Due Date Days | Bill_Default_Due_Date_DaysCalculated in Xero | |||||||||||||||||||||||||||||||
Contact.Balances.AccountsReceivable.Overdue | Xero_Contact | Total_Amount_Overdue__c |
| Number Currency (16, 2) | Xero → SFDC
Xero ↔ SFDC | Invoice Default Due Date Type | Bill_Default_Due_Date_Type__c | Needs to be picklist and the values should be same as Xero | Text (255) | Xero → SFDC | Default Revenue Account Code | Revenue_Account_Code__c | Needs to be picklist and the values should be same as Xero | Text (255Calculated in Xero | |||||||||||||||||||||||
Contact.Balances.AccountsReceivable.Outstanding | Xero_Contact | Total_Outstanding | Currency (16, 2) | Xero → SFDC | Calculated in Xero | ||||||||||||||||||||||||||||||||
Contact.Balances.AccountsPayable.Overdue | Xero_Contact | Total_Overdue__c | Currency (16, 2) | Xero → SFDC
Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Default Currency | Default_CurrencyOrg ID | Xero_Contact | Xero_Org_ID__c | Needs to be picklist and the values should be same as Xero | Text (255) | Xero → SFDC
Xero ↔ SFDC | Invoice Branding Theme | Invoice_Branding_Theme | |||||||||||||||||||||||||||||
Needs to be picklist and the values should be same as XeroXero Org | Xero_Contact | Xero_Org__c | Text (255) | Xero → SFDC
Xero ↔ SFDC | |||||||||||||||||||||||||||||||||
Status | Status__c | For creation from SF it should be defaulted to ACTIVE always and updated only from XEROID | Xero_Contact | Xero_ID__c | Text (255) | Sales GST/ Sales Tax Settings |
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| Xero → SFDC
Xero ↔ SFDC |
| MISISNG FIELDS- Not Sure Need to be Synced |
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| Details |
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| Sales Discount |
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| Credit Limit Amount |
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| Purhase Account Code |
| Needs to be picklist and the values should be same as Xero |
| Xero ↔ SFDC | ||