How to confirm Data mapping between Salesforce and Xero

This guide provides a straightforward process for validating data mapping between Salesforce and Xero, ensuring accurate record synchronization. By following the steps outlined, users can easily navigate the Xero Mapping Validator in Salesforce, enhancing their understanding of how to seamlessly integrate data between the two platforms. This is essential for maintaining data integrity and optimizing operational efficiency in business processes. Overall, it empowers users to manage their data effectively and confidently.

Timothy Gentet-Kell-O'Brien
9 steps
33 seconds

Salesforce

Metisphere

Xero Mapping Validator

Please note, this Scribe is only to validate that the Mapping Records are correctly converting records from the Salesforce to Xero Records and Visa-Versa using the Xero Integration Services' applications Code, this does not actually confirm that the records will be integrated and validated correctly by Xero.

Navigate to [https://login.salesforce.com/lightning/lightning/n/xis__Setup_Login_to_Xero](https://xerosetupdemo-dev-ed.develop.lightning.force.com/lightning/n/xis__Xero_Mapping_Validator) 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 on the "Xero Mapping Validator" tab if you are not already on it

Click the "Select an Option" picklist

Select an option, for this example we are using the "Contact <> Account" Mapping

Click the "Salesforce Record" field.

Type in the Name of a record that you will be mapping across to Xero, the searchable Lookup here will display an object that is determined by the Mapping Record.

Select the relevant record

Click on the "Left Arrow" button to convert the Salesforce Record into a Xero Record. You should see the record appear in the large left text box if it worked fine.

Click on the "Right Arrow" button to convert the Xero Record into a Salesforce Record. You should see the record appear in the large left text box if it worked fine.