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)