Mapping
- Posimente
Below is the Salesforce - Xero mapping for ProntoXero.
Account (master) ↔ Xero Contact
POBOX - Postal Address
STREET - Street Address
DELIVERY -
Salesforce Field Label | Salesforce Field Name | Type | Xero Field |
Account Number | AccountNumber | Text(40) | AccountNumber |
Billing Street | BillingStreet |
| (AddressType : POBOX) Addresses > AddressLine1 (AddressType : STREET) Addresses > AddressLine1 |
Billing City | BillingCity |
| (AddressType : POBOX) Addresses > City (AddressType : STREET) Addresses > City |
Billing State | BillingState |
| (AddressType : POBOX) Addresses > Region (AddressType : STREET) Addresses > Region |
Xero Primary Contact Person > Name | ASXE__Xero_Contact_Person__r.Name | Text(80) | (AddressType : POBOX) Addresses > AttentionTo |
Billing Postal Code | BillingPostalCode |
| (AddressType : POBOX) Addresses > PostalCode (AddressType : STREET) Addresses > PostalCode |
Billing Country | BillingCountry |
| (AddressType : POBOX) Addresses > Country (AddressType : STREET) Addresses > Country |
Shipping Street | ShippingStreet |
| (AddressType : DELIVERY) Addresses > AddressLine1 |
Shipping City | ShippingCity |
| (AddressType : DELIVERY) Addresses > City |
Shipping State | ShippingState |
| (AddressType : DELIVERY) Addresses > Region |
Shipping Postal Code | ShippingPostalCode |
| (AddressType : DELIVERY) Addresses > Postal Code |
Shipping Country | ShippingCountry |
| (AddressType : DELIVERY) Addresses > Country |
Xero Bank Account Number | Xero_Bank_Account_Number__c | Text(50) | BankAccountDetails |
All Xero Contact | ASXE__All_Xero_Contact__c | Long Text Area(131072) | ContactID |
Xero Contact Number | Xero_Contact_Number__c | Text(50) | ContactNumber |
Xero Contact > First Name | ASXE__xero_contact__r.FirstName |
| ContactPerson > First Name |
Xero Contact > Last Name | ASXE__xero_contact__r.LastName |
| ContactPerson > Last Name |
Xero Contact > Email | ASXE__xero_contact__r.Email |
| ContactPerson > Email |
Xero Contact Status | Xero_Contact_Status__c | Picklist | ContactStatus |
Xero Default Currency | Xero_Default_Currency__c | Picklist | DefaultCurrency |
Xero Primary Contact Person > Email | ASXE__Xero_Contact_Person__r.Email |
| EmailAddress |
Xero Primary Contact Person > First Name | ASXE__Xero_Contact_Person__r.FirstName |
| FirstName |
Xero Primary Contact Person > Email | ASXE__Xero_Contact_Person__r.LastName |
| LastName |
Name | Name |
| Name |
Phone | Phone |
| (PhoneType : DEFAULT) > PhoneNumber (PhoneType : DDI)> PhoneNumber |
Fax | Fax |
| (PhoneType : FAX)> PhoneNumber |
Xero Contact Skype Username | ASXE__Xero_Contact_Skype_Username__c | Text(50) | SkypeUserName |
Xero Tax Number | Xero_Tax_Number__c | Text(50) | TaxNumber |
Xero Invoice ↔ Xero Invoice (master)
Salesforce Field Label | Salesforce Field Name | Type | Xero Field |
Account | ASXE__Account__c | Master-Detail(Account) | Xero Contact |
Amount Credited | ASXE__Amount_Credited__c | Number(16, 2) | AmountCredited |
Amount Due | ASXE__Amount_Due__c | Number(16, 2) | AmountDue |
Amount Paid | ASXE__Amount_Paid__c | Number(16, 2) | AmountPaid |
Branding Theme ID | ASXE__Branding_Theme_ID__c | Text(50) | BrandingThemeID |
Currency Code | ASXE__Currency_Code__c | Picklist | CurrencyCode |
Currency Rate | ASXE__Currency_Rate__c | Number(10, 8) | CurrencyRate |
Date | ASXE__Date__c | Date | Date |
Due Date | ASXE__Due_Date__c | Date | DueDate |
Expected Payment Date | ASXE__Expected_Payment_Date__c | Date | ExpectedPaymentDate |
Fully Paid On Date | ASXE__Fully_Paid_On_Date__c | Date | FullyPaidOnDate |
Invoice ID | ASXE__Invoice_ID__c | Text(100) (External ID) | InvoiceID |
Invoice Type | ASXE__Invoice_Type__c | Picklist | Type |
LineAmount Types | ASXE__LineAmount_Types__c | Picklist | LineAmountTypes |
Reference | ASXE__Reference__c | Text(100) | Reference |
Sent To Contact | ASXE__Sent_To_Contact__c | Checkbox | SentToContact |
Status | ASXE__Status__c | Picklist | Status |
Sub Total | ASXE__Sub_Total__c | Number(16, 2) | SubTotal |
Total | ASXE__Total__c | Number(16, 2) | Total |
Total Discount | ASXE__Total_Discount__c | Number(16, 2) | TotalDiscount |
Total Tax | ASXE__Total_Tax__c | Number(16, 2) | TotalTax |
Xero Invoice Number | ASXE__Xero_Invoice_Number__c | Text(50) (External ID) | InvoiceNumber |
Xero Invoice Line Item ↔ Xero Invoice Line Item (master)
Salesforce Field Label | Salesforce Field Name | Type | Xero Field |
Account Code | ASXE__Account_Code__c | Text(50) | AccountCode |
Description | ASXE__Description__c | Text Area(255) | Description |
Discount Rate | ASXE__Discount_Rate__c | Percent(16, 2) | DiscountRate |
Item Code | ASXE__Item_Code__c | Text(30) | ItemCode |
Line Amount | ASXE__Line_Amount__c | Number(16, 2) | LineAmount |
Line Item ID | ASXE__Line_Item_ID__c | Text(100) | LineItemID |
Quantity | ASXE__Quantity__c | Number(14, 4) | Quantity |
Tax Amount | ASXE__Tax_Amount__c | Number(16, 2) | TaxAmount |
Tax Type | ASXE__Tax_Type__c | Picklist | TaxType |
Tracking Category 1 Name | ASXE__Tracking_Category_1_Name__c | Text(50) | Tracking.Name 1 |
Tracking Category 1 Option | ASXE__Tracking_Category_1_Option__c | Text(50) | Tracking.Option 1 |
Tracking Category 2 Name | ASXE__Tracking_Category_2_Name__c | Text(50) | Tracking.Name 2 |
Tracking Category 2 Option | ASXE__Tracking_Category_2_Option__c | Text(50) | Tracking.Option 2 |
Unit Amount | ASXE__Unit_Amount__c | Number(14, 4) | UnitAmount |
Xero Invoice | ASXE__Xero_Invoice__c | Master-Detail(Xero Invoice) | Xero Invoice |
Xero Credit Note ← Xero Credit Note [Xero to SF only]
Salesforce Field Label | Salesforce Field Name | Type | Xero Field |
Account | ASXE__Account__c | Master-Detail(Account) | Xero Contact |
CreditNoteID | ASXE__CreditNoteID__c | Text(255) | CreditNoteID |
CreditNoteNumber | ASXE__CreditNoteNumber__c | Text(255) | CreditNoteNumber |
CurrencyCode | ASXE__CurrencyCode__c | Text(255) | CurrencyCode |
CurrencyRate | ASXE__CurrencyRate__c | Number(12, 6) | CurrencyRate |
Date | ASXE__Date__c | Date | Date |
HasAttachments | ASXE__HasAttachments__c | Checkbox | HasAttachments |
LineAmountTypes | ASXE__LineAmountTypes__c | Picklist | LineAmountTypes |
Reference | ASXE__Reference__c | Text(255) | Reference |
RemainingCredit | ASXE__RemainingCredit__c | Number(16, 2) | RemainingCredit |
Status | ASXE__Status__c | Picklist | Status |
SubTotal | ASXE__SubTotal__c | Number(16, 2) | SubTotal |
Total | ASXE__Total__c | Number(16, 2) | Total |
TotalTax | ASXE__TotalTax__c | Number(16, 2) | TotalTax |
Type | ASXE__Type__c | Picklist | Type |