1. Salesforce to Xero integration points
The Trialing or Purchasing Payments2Us Xero integration will require a minimum of one 8 hour Premium Support block to be purchased. This requirement might be removed at a future date
Payments2Us provides a seamless way to get your Contact and Invoice information from Salesforce into Xero and also to retrieve Payments made in Xero to be recorded back into your Salesforce instance. This integration saves organisations time in no longer having to rekey information and improves accuracy and timeliness of data recorded in both systems.
The table below provides and overview of the various items that are connected between Salesforce (Payments2Us) and Xero.
Xero Item Code does not currently automatically Sync from Xero. Should you wish to use item codes, you can manually add in Salesforce. Then link to (lookup) from the Invoice Line Item.
2. Salesforce/Xero Field Mapping
The below tables provide some of the key field/object mapping between Salesforce and Xero.
2.1. Salesforce Accounts to Xero Contacts
| Salesforce Field | Xero |
| AAkPay__Xero_Contact_ID__c | ContactID |
| ContactStatus = 'Active' | |
| Name | Name |
| AAkPay__Xero_Tax_Number__c | TaxNumber |
| AAkPay__Xero_Company_Number__c | CompanyNumber |
| AccountNumber | AccountNumber |
| DefaultCurrency = Merchant Facility - Currency. If blank is 'AUD | |
| AAkPay__BSB_No__c and AAkPay__Xero_Bank_Account_Number__c | BankAccountDetails |
| Related Contact - FirstName | FirstName |
| Related Contact - LastName | LastName |
| Related Contact - Email | EmailAddress |
| Phone | Phones |
| Address | Addresses |
2.2. Salesforce Contact to Xero Contacts
| Salesforce Field | Xero |
| AAkPay__Xero_Contact_ID__c | ContactID |
| ContactStatus = 'Active' | |
| Name | Name |
| AAkPay__Xero_Tax_Number__c | TaxNumber |
| AAkPay__Xero_Company_Number__c | CompanyNumber |
| DefaultCurrency = Merchant Facility - Currency. If blank is 'AUD | |
| AAkPay__BSB_No__c and AAkPay__Xero_Bank_Account_Number__c | BankAccountDetails |
| FirstName | FirstName |
| LastName | LastName |
| EmailAddress | |
| Phone | Phones |
| Address | Addresses |
2.3. Salesforce Invoice to Xero Invoice
| Salesforce Field | Xero |
| Type "ACCREC" | |
| AAkPay__Invoice_Number__c | InvoiceID |
| AAkPay__Invoice_No__c | InvoiceNumber |
AAkPay__Reference__c |
Reference |
AAkPay__Invoice_Date__c |
Date |
AAkPay__Invoice_Due_Date__c |
DueDate |
| AAkPay__Sub_Total__c | SubTotal |
| AAkPay__Total_Tax__c | TotalTax |
| AAkPay__Total__c | Total |
| AAkPay__Last_Sync_Status__c | Status |
2.4. Salesforce Invoice Line Item to Xero Invoice Line Item
| Salesforce Field | Xero |
| AAkPay__Amount__c | Amount |
| AAkPay__Bank_Amount__c | BankAmount |
| AAkPay__CurrencyRate__c | CurrencyRate |
| AAkPay__Payment_Type__c | PaymentType |
| AAkPay__Status__c | Status |
AAkPay__Item_Code__c |
ItemCode |
| Account located by Account.AAkPay__Xero_Contact_ID__c | AccountID |
| Contact located by Contact.AAkPay__Xero_Contact_ID__c | ContactID |
| Xero Invoice Locate by AAkPay__Xero_Invoice_ID__c | InvoiceID |
| AAkPay__Xero_Updated_Time__c | UpdatedDateUTC |
| AAkPay__Reference__c | Reference |
2.5. Salesforce Payment to Xero Payment
| Salesforce Field | Xero Field |
AAkPay__Line_Item_ID__c |
LineItemID |
AAkPay__Description__c |
Description |
AAkPay__Account_Code__c |
AccountCode |
AAkPay__Tax_Type__c |
TaxType |
AAkPay__Unit_Amount__c |
TaxAmount |
AAkPay__Quantity__c |
LineAmount |
AAkPay__Xero_Tracking_Option_1__c,AAkPay__Xero_Tracking_Option_2__c |
List<TrackingCategory> |
2.6. Salesforce Credit Note to Xero Credit Note
Xero Credit Notes are available in version 9.9 and onwards
| Salesforce Field | Xero |
| Type “ACCRECCREDIT" | |
| AAkPay__Invoice_Number__c | CreditNoteID |
| AAkPay__Invoice_No__c | CreditNoteNumber |
| AAkPay__Reference__c | Reference |
| AAkPay__Invoice_Date__c | Date |
| AAkPay__Sub_Total__c | SubTotal |
| AAkPay__Total_Tax__c | TotalTax |
| AAkPay__Total__c | Total |
| AAkPay__Last_Sync_Status__c | Status |
| AAkPay__Remaining_Credit__c | RemainingCredit |
| AAkPay__Fully_Paid_on_Date__c | FullyPaidOnDate |
2.7. Salesforce Credit Note Allocation to Allocation
Xero Credit Note allocation to Invoices are available in version 9.9 and onwards
| Salesforce Field | Xero |
| AAkPay__Xero_Invoice__c | Invoice |
| AAkPay__Xero_Credit_Note__c | CreditNote |
| AAkPay__Allocation_Amount__c | AppliedAmount |