Flow - Auto Create Xero Contacts from Salesforce

TwixRiva allows you to automatically create Contacts in Xero based on events, using the Process Builder.
For Example: If you want to create a Xero Contact when a Salesforce Account onboarding process is complete, you can set this feature up and it will automatically create a Xero Contact in Xero from the Account and sync it back to Salesforce as well.

Steps to perform to set it up:

Step 1 - Identify your Trigger. In our case, the Account is Onboarded

Step 2 - Create a new record in the Xero Contact Field 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 Mapping> New )

Below is the screenshot of the Create New Record Screen, where you can specify the details of mapping between your source object and Xero target object

Make sure that you review the mapping to fit your needs. You can create formula fields on the source table to bring additional data if required.

Step 3 - Create a Process Builder to start on your selected event. The Action needs to be calling the ‘Apex Class’ Sync Contact To Xero.

Below is the full list and description of the Xero Contact mapping metadata:

Xero Contact Field Mapping

Xero Contact Field Mapping
Xero Contact Field Mapping Name
Object API Name
Object Record Id
Xero Contact Details
NAme	ContactId
Contact Status	Account Number
Skype UserName	Contact Number
Default Currency	Xero Network Key
Xero - Contact Person - Default
	First Name
	Last Name
	EmailAddress
Xero Contact Postal Address
AddressLine 1	City
AddressLine 2	Region
AddressLine 3	PostalCode
AddressLine 4	Country
	Attention To
Xero Contact Street Address
AddressLine 1	City
AddressLine 2	Region
AddressLine 3	PostalCode
AddressLine 4	Country
	Attention To
Xero Contact Phone
Phone Number
Phone Area Code
Phone Country Code
Xero Contact Mobile
Phone Number
Phone Area Code
Phone Country Code
Xero Contact Direct Dial
Phone Number
Phone Area Code
Phone Country Code
Xero Contact Fax
Phone Number
Phone Area Code
Phone Country Code
Xero Contact - Financial Details
Sales Default Account Code	Accounts Receivable Tax Type
Purchases Default Account Code	Accounts Payable Tax Type
Tax Number	BankAccount Details
Xero Contact - Financial Details - Payment Terms (Sales)
Day	Type
Xero Contact - Financial Details - Payment Terms (Bill)
Day	Type
Xero Contact - Financial Details - Sales Tracking Category
Sales Tracking Category Name (1)	Sales Tracking Category Option (1)
Sales Tracking Category Name (2)	Sales Tracking Category Option (2)
Xero Contact - Financial Details - Purchase Tracking Category
Purchase Tracking Category Name (1)	Purchase Tracking Category Option (1)
Purchase Tracking Category Name (2)	Purchase Tracking Category Option (2)

Flow - Auto Create Xero Contacts from Salesforce

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