Product Sync

Product Sync

1. Introduction

This document provides a step-by-step guide on how to sync products from Salesforce to Xero using the SFX - Product Sync feature. The process is a one-way sync, where Salesforce acts as the master system, pushing product data to Xero.

2. Product Mapping Setup

Before syncing products, you must configure the mapping between Salesforce and Xero.

Steps to Set Up Product Mapping:

  1. Navigate to Xero Custom Object Mapping in Salesforce.
  2. Click New to configure product mapping.
  3. Map Custom / Standard object in > (e.g., Product2).
  4. Map
  5. Map the fields under Item/Product Related:
    • Ensure each Salesforce field has a corresponding Xero field.
    • Use a checkbox field (e.g., Product/Item Sync (SF-Xero)) to mark products for syncing.
  6. Save your mapping setting



3. Syncing Products to Xero

Once mapping is set up, follow these steps to sync products.

Steps to Sync Products:

  1. Go to Salesforce → SFX Setup - > SFX - Product Sync (SF to Xero).
  2. Select Xero Org from the dropdown.
  3. Click "Click to Preview" to review:
    • Total products for sync
    • New products
    • Existing products in Xero
  4. If everything looks correct, click "Create/Update Products" to push the products to Xero.
  5. Wait for the sync to complete. Successful records will be marked as "Synced Successfully".



4. Updating Existing Products

If you need to update product details, follow these steps:

  1. Repeat the syncing steps (Section 4).
  2. Use the Xero Status field to check if a product is:
    • New: Not yet in Xero
    • Existing: Already in Xero
  3. Click "Create/Update Products" to update the records in Xero.


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