TwixRiva allows you to submit 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 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. This information is available in the Xero Settings. When the salesforce org is connected, the information can be retrieved from the Xero Setting tab. Open the App Launcher, search for “Xero Setting List” tab, click the the “Earning Rates” Tab  |
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 aggregrating the total hours for each dates. | |
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 2 - Create a new mapping by clicking the “New” button
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