Xero: What Fields Do You Sync?
Overview
The following data is included within the integration:
Data Fields: Clients
The following data is exported to Xero:
| Contact / Organization | ||
| client.name | contact & organization | contact.name |
client.code | contact & organization | contact.account_number and contact.contact_code |
contact.first_name | contact | contact.first_name |
contact.last_name | contact | contact.last_name |
client.billing_email | contact & organization | contact.email |
contact.home_phone | contact | contact.phone_number |
primary_address.address_1 | contact & organization | contact.address1 |
primary_address.address_2 | contact & organization | contact.address2 |
primary_address.address_3 | contact & organization | contact.address3 |
primary_address.locality | contact & organization | contact.town |
primary_address.region | contact & organization | contact.region |
primary_address.country | contact & organization | contact.country |
primary_address.postcode | contact & organization | contact.postcode |
organization.tax_number | organization | contact.tax_number |
organization.url | organization | contact.website |
Data Fields: Matters
The following data is exported to Xero:
matter.client_matter_code
tracking_category.id
| matter.client_matter_code | tracking_category.id |
It is optional to setup integration using Tracking Categories within Xero.
Data Fields: Invoices
The following data is exported to Xero:
| invoice.invoice_number | invoice.invoice_number |
invoice.invoice_date | invoice..date |
invoice.tax_amount | invoice.total_tax |
invoice.amount | invoice.total |
invoice.currency_id | invoice.currency_code |
invoice.due_date | invoice.due_date |
invoice_item.description | invoice_item.description |
invoice_item.item_type | invoice_item.item_type (note: If 'Fees' then 'Hours' else if 'Expenses' then 'Expenses') |
| invoice_item.tax_rate.xero_code | invoice_item.tax_type |
n/a | invoice_item.quantity = 1 |
invoice_item.amount | invoice_item.price |
Data Fields: Credit Notes
The following data is exported to Xero:
invoice.invoice_number (note: where invoice_type = 'Credit note') | credit_note.invoice_number |
invoice.invoice_date | credit_note..date |
invoice.tax_amount | credit_note.total_tax |
invoice.amount | credit_note.total |
invoice.currency_id | credit_note.currency_code |
invoice.due_date | credit_note.due_date |
invoice_item.description | credit_note_item.description |
invoice_item.item_type | credit_note_item.item_type (note: If 'Fees' then 'Hours' else if 'Expenses' then 'Expenses') |
| invoice_item.tax_rate.xero_code | credit_note_item.tax_type |
n/a | credit_note_item.quantity = 1 |
invoice_item.amount | credit_note_item.amount |
Data Fields: Invoice Receipts
The following data is imported from Xero:
| invoice_receipt.date | payments.date |
invoice_receipt.amount | payments.amount |
invoice_receipt.invoice_id | payments.invoice.id |
invoice_receipt.currency_id | payments.invoice.currency_code |
invoice_receipt.receipt_type | "receipt" |
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Xero: Setting Up Your Integration (beta)
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