Xero: What Fields Do You Sync?

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
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: 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"

Xero: Setting Up Your Integration (beta)



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