Configuring Xero App Settings and Sync Fields

This guide offers essential insights for effectively configuring Xero app settings and sync fields within Salesforce, ensuring a seamless integration. It walks users through critical steps, from initial app setup to fine-tuning sync triggers and mapping identifiers, making it suitable for both B2B and B2C operations. By following this guide, users can optimize their configurations to meet business needs and streamline data management, ultimately enhancing operational efficiency.

Timothy Gentet-Kell-O'Brien
11 steps
55 seconds

Salesforce

Metisphere

Configure Xero App Settings

Navigate to [https://login.salesforce.com/lightning/n/xis__Setup_Login_to_Xero](https://xerosetupdemo-dev-ed.develop.lightning.force.com/lightning/n/xis__Setup_Login_to_Xero) and log into your Salesforce instance. If you are already logged in, please use the App Launcher to navigate to the "Xero Setup" App.

Click "Configure App Settings" if you are not already on this tab

Ensure the "Select a Setting" picklist has your Org Name selected, with the word "Organisation" in brackets next to it

Integration Config

Check through the help text on each field, to confirm you are happy with the default setup

If you are selling B2B **AND** B2C, you will need to enable the Person Accounts configuration. Read the help text for information on what needs to happen then toggle the "Person Accounts Enabled?" switch

Leave the Org Short Code for now, we will populate this in a later Scribe when testing the connection to Xero with the settings you are working on

If you are being impatient and would like to fill in the "Org Short Code" now, you can do this by logging into your Xero Instance and copying the "random" code from within the URL.\ When you're on the Xero Dashboard, after logging in, you should see something like "!sf!!y" in the URL, this is an example of what the URL could look like: <https://go.xero.com/app/!sf!!y/dashboard>

Sync Trigger Fields

Click on the "Update Sync Trigger Fields" accordion item header to view the "Sync Trigger Fields"

The "Trigger Sync Fields" are used to determine when a subsequent sync out to Xero needs to happen. There is 1 field that is not mentioned in these, which is the "Start Sync to Xero" (xis__Start_Sync_to_Xero__c), this field is the initial trigger point, once this checkbox is checked the record will sync out to Xero. After that if you would like to be able to make subsequent updates and have them sync to Xero, the fields that are listed in this section will control that.

Note the "Trigger Contact Sync Fields" will currently trigger a subsequent sync on the "Name" or a field called "Last Sync Requested", which is a Date Time.

The "Contact" has been used as a generic term to encompass both a Business Account (B2B) as well as a Person Account (B2C), this is done to keep inline with Xero terminology, where they only have a Contact, and Contact Persons, not an Account. When B2B and B2C are both enabled in an Org, the Contact is the Account in these settings and the Person Account is a Person Account itself.

Mapping Identifiers

Click on the "Update Mapping Identifiers" accordion item header to view the "Mapping Identifiers"

If you are using Business Accounts (B2B) only, leave the "Contact <> Account" option selected on the Contacts Identifier. If you are using Person Accounts (B2C) only, update the "Contacts Identifier" picklist by selecting the "Contact <> Person Account" option. If you are using both B2B and B2C, then leave the options selected.

Default Field Values

Click on the "Update Default Field Values" accordion item header to view the "Default Field Values"

These Default Field Values settings are used to pre-populate data on Account records, ensuring that you are able to set a default for all Accounts created from this moment forwards. The value can be changed per Account, which also means if you set the "Invoice Tax Rate Default" to "20% (VAT on Income)", and you are working with a Non-Profit/Charity or a Company from a different Countries where you cannot charge them VAT, then you can manually update this to something like "Exempt Income", or "No VAT"

Check all of the Default Values and confirm that you are happy that they align with the default values outlined by your Business or Finance Department