Tax codes, Account codes, Currency codes and Branding Theme id

Tax codes, Account codes, Currency codes and Branding Theme id

This topic explains how to retrieve the Tax codes, Account codes, Currency codes and branding theme id from Xero

Go to  <Xero Tax / Branding> tab

Click on the respective buttons to retrieve the codes



    • Related Articles

    • How to identify the Xero External Id on a Customer record

      You can identify the Xero external id related to the different Xero orgs under the Account's related list Both Xero external id and Xero org id is listed here Note: Use this information to pass to the Xero Custom Object mapping record for Invoice ...
    • Multi-currency

      SFX Advanced/Enterprise version enables Multi Currency from Xero. You can create invoice using predefined currencies from Xero Invoices are created based on the Currency selected and the same is updated in Xero. Currency field can be updated in ...
    • Does SFX supports multi-currency?

      Yes, SFX Supports multi-currency. Scenario: We have 5 billing entities in different countries with different currencies. Hence, we invoice in multi-currency.
    • From where will the currency and the payment details of the invoice be pulled from - SF or Xero?

      Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice
    • Will Account and Contacts from Salesforce sync with xero Customers

      Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created. You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload ...