Xero Field | Salesforce Object | SF Field Name | Changes needed to the fields | Data Type | Sync Status | Sync Direction (As Expected) |
Xero_Contact | Account_Name | Text (255) | Synced. This comes from the Bank account name | Xero ↔ SFDC | ||
Contact.BankAccountName | Xero_Contact | Bank_Account__c |
| Text (255) | Synced | Xero ↔ SFDC |
Contact.AccountNumber | Xero_Contact | Account_Number | Text (255) | Xero → SFDC | ||
Contact.ACN | Xero_Contact | ACN__c | Text (255) | N/A | ||
Contact.AccountsPayableTaxType | Xero_Contact | AP_Tax_Type__c | Text (255) | Synced | Xero → SFDC | |
Contact.AccountsReceivableTaxType | Xero_Contact | AR_Tax_Type | Text (255) | Synced | Xero → SFDC | |
Lastname | Lastname__c |
| Text (255) | Synced | Xero ↔ SFDC | |
Phone | Phone__c |
| Phone | Missing | Xero ↔ SFDC | |
Email__c |
| Synced | Xero ↔ SFDC | |||
Mobile | Mobile__c |
| Phone | Missing | Xero ↔ SFDC | |
Postal address | Street__c |
| Text Area(255) | Missing | Xero ↔ SFDC | |
City/Town | City__c |
| Text (255) | Synced | Xero ↔ SFDC | |
State / Region | State__c |
| Text (255) | Synced | Xero ↔ SFDC | |
Postal/Zip Code | Postcode__c |
| Text (255) | Synced | Xero ↔ SFDC | |
Country | Country__c |
| Text (255) | Missing | Xero ↔ SFDC | |
Shipping Address | Shipping_Street__c |
| Text (255) | Missing | Xero ↔ SFDC | |
City / Town | Shipping_City__c |
| Text (255) | Synced | Xero ↔ SFDC | |
State/Region | Shipping_State__c |
| Text (255) | Synced | Xero ↔ SFDC | |
Postal/Zip Code | Shipping__Postcode__c |
| Text (255) | Synced | Xero ↔ SFDC | |
Country | Shipping_Country__c |
| Text (255) | Missing | Xero ↔ SFDC | |
Org ID | Xero_Org_ID__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) | Synced | Xero → SFDC | |
Xero Org | Xero_Org__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) | Synced | Xero → SFDC | |
ID | Xero_ID__c | Should 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) | Synced If a record already has the same ID in Salesforce, then the record should be updated. If not, then the record can be created.
| Xero → SFDC | |
| Account__c |
| lookup (Account) | This is a lookup to a Salesforce Account · Check first in the list of Salesforce Accounts if an account has the exact same name. If yes, automatically populate the Account__c field. · If not, do not populate anything in this field.
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Account Number | Account_Number__c | Bank Account Number | Text (255) | Missing | Xero ↔ SFDC | |
Tax | Tax__c | To be renamed To ABN, Need to add a validation rule to make sure the LEN of data is consistent | Text (255) | Synced, but this is ABN from Xero, will rename it in SF(only the label) | Xero ↔ SFDC | |
ACN | ACN__c | Need to add a validation rule to make sure the LEN of data is consistent | Text (255) | Missing | Xero ↔ SFDC | |
Website | Website__c |
| URL | Synced | Xero ↔ SFDC | |
| Customer__c |
| Checkbox | If the contact in Xero is a customer, then check the box- Not sure where to mark this is Xero, so its blank in my test | Xero → SFDC
Xero ↔ SFDC | |
| Supplier__c |
| Checkbox | If the contact in Xero is a supplier, then check the box- Not sure where to mark this is Xero, so its blank in my test | 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 Xero | Text (255) | Synced Take whatever value comes from Xero- Which field is it comming from? Vlaues need to match as are in Xero | 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 (255) | Synced Take whatever values comes from Xero- Which field is it comming from? Vlaues need to match as are in Xero | Xero → SFDC
Xero ↔ SFDC | |
Invoice Default Due Date Days | Invoice_Default_Due_Date_Days__c |
| Number (2) | Synced | 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 (255) | Synced Take whatever values come from Xero-Values are missing spaces in between | Xero → SFDC
Xero ↔ SFDC | |
Bill Default Due Date Days | Bill_Default_Due_Date_Days__c |
| Number (2) | Synced | 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) | Synced Take whatever values come from Xero- Values are missing spaces in between | Xero → SFDC | |
Default Revenue Account Code | Revenue_Account_Code__c | Needs to be picklist and the values should be same as Xero | Text (255) | Synced But the value come from Default Sales Account Code Field and just the code come through not the text following the code | Xero → SFDC
Xero ↔ SFDC | |
Default Currency | Default_Currency__c | Needs to be picklist and the values should be same as Xero | Text (255) | Synced | Xero → SFDC
Xero ↔ SFDC | |
Invoice Branding Theme | Invoice_Branding_Theme | Needs to be picklist and the values should be same as Xero | Text (255) | Synced Take whatever values come from Xero | Xero → SFDC
Xero ↔ SFDC | |
Status | Status__c | For creation from SF it should be defaulted to ACTIVE always and updated only from XERO | Text (255) | Synced Is Always Active Should there be any other values- changed it to non editable/read only | 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 |
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| Xero ↔ SFDC | |
Sales GST/ Sales Tax Settings |
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