Initial setup: If this is your first time, each new sync job will appear after completing the previous one.

There are 3 Preliminary Sync Jobs to perform before you can start syncing Opportunities to Xero:

• Sync Tax Codes – This brings the available tax codes from Xero over to Salesforce. These are used to find the tax inclusive price when creating Invoices in Xero.
  • These are stored as a new custom object Tax Code in Salesforce.
• Sync Account Codes – This brings all available sales account codes from Xero over to Salesforce. These can be used to change the designated sales account for certain products.
  • These are stored as a new custom object Account Code in Salesforce.
• Sync Items – This looks for all Items in Xero where the Item Code matches a Product Code in Salesforce.
  • The first time you Sync Items it will find all Xero Items. Any subsequent runs will only look for items that have been updated since the last sync job.
  • You can choose to do another sync with all XeroItems by marking the Full Items Sync checkbox.
  • Item sync will do the following:
    • Product.External ID = Xero’s Item ID
    • Product.Tax Code = Xero’s Item default Sales Tax Code
    • Product.Account Code = Xero’s Item default Sales Tax Code
    • Product.Price Includes Tax = Xero’s Item Price includes tax

For more information on Sync Items, click here.