Contact mapping from Xero contact to Salesforce

Contact mapping from Xero contact to Salesforce

This topic explains how to map existing Salesforce accounts with Xero Contacts

Go to  Xero Tax / Branding tab

  1. Download the contact csv from Xero
  2. Download accounts/contacts from Salesforce
  3. Map Xero external ids with the appropriate salesforce account/contacts
  4. Bulk upload the csv file in Salesforce, using data loader



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