Xero Field | Salesforce Object | SF Field Name | Changes needed to the fields | Data Type | Sync Direction (As Expected) |
Xero_Contact | Account_Name | Text (255) | Xero ↔ SFDC | ||
Contact.BatchPayments.BankAccountName | Xero_Contact | Bank_Account__c |
| Text (255) | Xero ↔ SFDC |
Contact.BatchPayments.AccountNumber | Xero_Contact | Account_Number | Text (255) | Xero → SFDC | |
Contact.ACN | Xero_Contact | ACN__c | Text (255) | ||
Contact.AccountsPayableTaxType | Xero_Contact | AP_Tax_Type__c | Text (255) | Xero → SFDC | |
Contact.AccountsReceivableTaxType | Xero_Contact | AR_Tax_Type__c | Text (255) | Xero → SFDC | |
Contact.PaymentTerms.Bills.Day | Xero_Contact | Bill_Default_Due_Date_Days__c | Text (255) | Xero → SFDC | |
Contact.PaymentTerms.Bills.Type | Xero_Contact | Bill_Default_Due_Date_Type__c | Text (255) | Xero → SFDC | |
Contact.DefaultCurrency | Xero_Contact | Default_Currency__c | Text (255) | Xero → SFDC | |
Contact.Addresss.AddressLine1(Postal Address) | Xero_Contact | Shipping_Street__c |
| Text (255) | Xero ↔ SFDC |
Contact.Addresess.City (Postal Address) | Xero_Contact | Shipping_City__c |
| Text (255) | Xero ↔ SFDC |
Contact.Addresess.Region (Postal Address) | Xero_Contact | Shipping_State__c |
| Text (255) | Xero ↔ SFDC |
Contact.Addresess.PostalCode (Postal Address) | Xero_Contact | Shipping__Postcode__c |
| Text (255) | Xero ↔ SFDC |
Contact.Addresess.Country (Postal Address) | Xero_Contact | Shipping_Country__c |
| Text (255) | Xero ↔ SFDC |
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.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 | Phone__c |
| Phone | Xero ↔ SFDC |
Contact.Phones.PhoneAreaCode (Mobile Phone Type) | Xero_Contact | Phone_Area_Code | Text (2) | Xero ↔ SFDC | |
Contact.Phones.PhoneCountryCode (Mobile Phone Type) | Xero_Contact | Phone_Country_Code | Text (2) | Xero ↔ SFDC | |
Contact.Phones.PhoneCountryCode (Fax Phone Type) | Xero_Contact | Phone_Country_Code | Text (2) | SFDC→ Xero | |
Contact.Phones.PhoneNumber (Fax Phone Type) | Xero_Contact | Phone__c |
| Phone | SFDC→ Xero |
Contact.Phones.PhoneAreaCode (Fax Phone Type) | Xero_Contact | Phone_Area_Code | Text (2) | SFDC→ Xero | |
Contact.Phones.PhoneCountryCode (Fax Phone Type) | Xero_Contact | Phone_Country_Code | Text (2) | SFDC→ Xero | |
Email__c |
| SFDC→ Xero | |||
Contact.SalesDefaultAccountCode | |||||
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) | 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) | 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) | Xero → SFDC | |
| Account__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 consistent | Text (255) | Xero ↔ SFDC | |
ACN | ACN__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 Xero | 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 (255) | Xero → SFDC
Xero ↔ SFDC | |
Invoice Default Due Date Days | Invoice_Default_Due_Date_Days__c |
| Number (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 (255) | Xero → SFDC
Xero ↔ SFDC | |
Bill Default Due Date Days | Bill_Default_Due_Date_Days__c |
| Number (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 (255) | Xero → SFDC
Xero ↔ SFDC | |
Default Currency | Default_Currency__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 Xero | Text (255) | 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) | 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 | |
Sales GST/ Sales Tax Settings |
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