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Xero Integration Overview

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
Email 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

Updated at July 27th, 2024

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