Contact is existing in Salesforce without Xero external id, same customer exists in Xero

Contact is existing in Salesforce without Xero external id, same customer exists in Xero

This article provides a solution to manage existing customers in Xero and existing customer in Salesforce without external id

1. Salesforce → Xero (Recommended Flow) 

Salesforce is recommended as the source of truth, where invoices and bills are created in Salesforce and sent to Xero using SFX. 


Follow the scenario as applicable in your organisation
 
a. Account & Contact Matching 

  • While creating an invoice or bill from Salesforce to Xero: 

  • Account is mandatory. 
  • Contact is optional. 

  • Both Account and Contact object contain the XeroExternalId field. 

  • If XeroExternalId is populated, SFX matches this ID with Xero and creates the invoice under the corresponding Xero contact. 

b. Matching via Contact Email 

  • If XeroExternalId is empty but a Contact is provided in Salesforce: 

  • SFX attempts to match the Salesforce Contact Email with the Xero Contact Email. 

  • If a match is found, the invoice is created under the matched Xero contact. 

c. Matching via Account Name 

  • If no contact is provided or the email does not match: 

  • SFX attempts to match the Salesforce Account Name with an existing Xero Contact Name. 

  • If a match is found, the invoice is created under the matched Xero contact. 

d. Creating a New Xero Contact 

  • If none of the above matching methods succeed: 

  • SFX creates a new contact in Xero. 
  • The invoice is linked to the newly created contact. 
  • The generated XeroExternalId is written back to the related Salesforce Account and Contact records to avoid duplicates in the future. 

Note 
  • If the XeroExternalId is already matched and the Salesforce Contact email is updated later: 

  • SFX will not overwrite the existing Xero email 

  • Unless the required email mapping fields are explicitly enabled (see screenshot below)





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