Xero Custom Object Mapping
Xero Custom Object Mapping is an important feature of SFX. We say this is where all the magic happens.
You can find the tab < Xero Custom Object Mapping >
Click on [ New ] button to create you first record
The layout is divided into multiple sections, such as Basic Mapping, Invoice, Invoice line item, Purchase Order, Quote, Project, Item, Repeating Invoice and Log.
The below section refers to Basic Mapping
Enter the details of the header object, child object and related lookup fields. In this case our Invoice header object is Opportunity and OpportunityLineItem is our child object.
The opportunity object stores most of the Invoice header details such as Customer, Invoice date, Invoice due date, Xero org if any, Branding them, and Invoice status such as Draft or approved
Please note the * red star marked fields are mandatory
The below screenshot displays the fields for the line items to be mapped from the selected object
The line object will require product description, quantity, unit price, account code an tax rate.
In addition this layout can capture Xero Tracking Category if used.
Upon completing the fields mapping, save the record. This will generate a mapping id, which can be used to create a new Invoice button on the object or can be used in flows to automate invoicing.
An Invoice can be generated from a single custom object or from an object with a child object. Child object is where your line items are stored.
For ex: Opportunity is a parent object while Opportunity products is a child object
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Xero Custom Object Mapping – complete feature list
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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 ...A separate series of invoice numbers for each entity is supported by SFX, however, the invoice numbering should be managed in Salesforce.
Yes this is possible. This feature can be achieved using SFX Xero Custom Object mapping featureCreating a Bill (Expense) from Salesforce
You can create a Bill (Expense) directly from any object within Salesforce. To do this, follow the steps below: Step 1: Create a Xero Custom Object Mapping Go to the Xero Custom Object Mapping tab in Salesforce. Create a new mapping record. In the ...