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.  |
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 one.
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