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How It Works

Salesforce data is synchronised to Xero when you click on the Sync Account button in the Account or the Sync Opportunity/Sync Payment buttons in Opportunity records.

The flow of information – Data Flow

Salesforce Contact and Opportunity data is written to Xero, see the field mappings for information on what Salesforce Contact and Opportunity fields are written to Xero.

The information returned from Xero is as follows:

Account

  • Xero Contact Record ID ⇒ External ID field
  • Xero Contact URL ⇒ Contact URL field
  • Any error that occurred ⇒ Sync Error field

Invoice

  • Xero Invoice Record ID ⇒ External ID field
  • Xero Invoice Number ⇒ Invoice Number field
  • Xero Invoice URL ⇒ Invoice URL field
  • Any error that occurred ⇒ Sync Error field
  • PDF copy of Xero Invoice ⇒ Stored as an attachment on the Opportunity

Payment

  • Xero Payment Record ID ⇒ External ID field
  • Xero Reference ⇒ Reference field
  • Xero Transaction Date ⇒ Transaction Date field
  • Xero Payment Amount ⇒ Amount field

 

Contact Sync

In Salesforce open up an Account record. This Account will need a Primary Billing Contact in order to sync successfully.

Account record before sync

Acccount record after sync

Here is the Xero Contact after it has been synchronised from Salesforce:

Xero contact

Opportunity Sync

In Salesforce, open up an Opportunity record:

Opportunity record before sync

Note: You will be able to replace the Tax Code and Account Code of the Opportunity Line by using the Tax Code and Account Code fields. If they are left empty, RIO Finance will take the Product’s defaults.

Note: If the Product of the Opportunity Line does not exist in Xero, RIO Finance will not allow you to proceed to sync the transaction to Xero. You will receive a warning before the sync.

Option to email invoice to contact before confirming sync to Saasu

Opportunity record after sync

Here is the Xero Invoice after it has been synchronised from Salesforce:

Xero Invoice record

Payment Sync

In Salesforce, open up an Opportunity record that has already been synced to Xero. Click on the Sync Payment button.

Opportunity ready for Payment SyncAny payments found by the sync will be attached to the Opportunity in the Payments related list.

Opportunity’s related Payment list

Payment record detail

Item Sync

This Item Sync only creates a link between Items and Products that already exist in Xero and Salesforce.

Please refer to this FAQ for more information.

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