How to locate the Xero External ID for a contact / customer
In Salesforce, go to SFX → Xero → Tax / Branding.
Click on Download Xero Contacts.
This will download a file containing all contacts currently present in Xero.
In the downloaded file, locate the Xero External ID (Contact ID) for each contact
Create an upload file (.csv) with Salesforce ID and Xero External ID to use in data loader.
Use Salesforce Data Loader for bulk updates or insert Contacts in Salesforce.
This ensures proper matching between Salesforce and Xero and prevents duplicate contacts.
Below is a screenshot showing how to download Xero contacts with Xero External ID
Log in to Xero.
Navigate to Contacts and open the required customer record.
After selecting the contact, check the browser address bar (URL) refer screenshot below
The Contact ID shown in the URL is the Xero External ID, copy this ID.
In Salesforce, create or open the corresponding Contact record.
Paste the copied ID into the XeroExternalId field.
Save the record.
The screenshot shows where the External Id is shown.
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