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Field Mapping

Contact Field Mapping

SalesforceXeroNotes
NameName
Primary Billing Contact.First NameFirst Name
Primary Billing Contact.Last NameLast Name
Account IDContact NumberUsed as an external reference
External IDContact IDUsed as an external reference. This value is updated to Salesforce after the Account sync.
Primary Billing Contact.EmailEmail
Primary Billing Contact.PhoneMain Phone
Primary Billing Contact.Mobile PhoneMobile Phone
Primary Billing Contact.FaxFax
Primary Billing Contact.Mailing StreetMailing Street
Primary Billing Contact.Mailing CityMailing City/Town
Primary Billing Contact.Mailing StateMailing State
Primary Billing Contact.Mailing Postal CodeMailing Post/Zip
Primary Billing Contact.Mailing CountryMailing Country
Primary Billing Contact.Other StreetShipping Street
Primary Billing Contact.Other CityShipping City/Town
Primary Billing Contact.Other StateShipping State
Primary Billing Contact.Other Postal CodeShipping Post/Zip
Primary Billing Contact.Other CountryShipping Country
Contact URLURLThis value is updated to Salesforce after the Account sync.

Opportunity Field Mapping

SalesforceXeroNotes
TypeDefaults to "ACCREC" (Sales Invoice)
Closed DateDate
Due DateDue Date
Bill To Contact.External IDContact ID
UrlDefaults to "https://login.salesforce.com/"
StatusDefaults to "AUTHORISED"
Invoice TypeDefaults to Tax Invoice
Is Tax InclusiveLine Amount TypesDecides if prices synced to Xero include tax
Xero ReferenceReference
Email Invoice To ContactCan also be set manually from the "Sync Opportunity" screen
Xero Invoice NumberInvoice NumberA generated Invoice Number will be returned once it is synced to Xero
External IDInvoice IDUsed as an external reference. The External ID will be returned once it is synced to Xero
Line Item QuantityQuantity
Line Item.Product.External IDItem ID
Line Item DescriptionDescription
Line Item Tax CodeTax CodeIf this is left blank, the default tax code of the Product will be used
Line Item Account CodeAccount CodeIf this is left blank, the default account code of the Product will be used
Line Item Unit PriceUnit PricePre-calcution for tax inclusive and non-tax inclusive
*CurrencyIsoCodeCurrency Code
*Currency RateWill use either Salesforce conversion or Xero conversion depending on config
* For Multi-Currency Organization Only
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