Xero
Cin7 Core
Real Estate
EquifaxConfiguration
Field mapping, quotes, purchase orders, payment terms, branding, tax and multi-currency.
13 articles, in the order they're best read
- 1Invoices, Quotes and Purchase OrdersThe document wizard shared by every document type, how each type differs, and what each needs before it can be raised.
- 2Mapping Fields Between Salesforce and XeroHow the Custom Object / Field Mapping screen works — mapping sets, the field editor screen by screen, the Account and Contact mapping, and the button creation tool.
- 3The Quote WorkflowQuotes follow Xero's own states — Draft, Sent, Accepted or Declined, Invoiced — and each step is an action on the Salesforce record.
- 4Purchase Order Pricing and SuppliersWhere a purchase order's prices and accounts come from, how the wizard turns one record into a purchase order per supplier, and the bulk create-and-send flow.
- 5Repeating InvoicesSet up retainers and subscriptions as Xero repeating invoices from Salesforce, and how the generated invoices link back.
- 6Customer Payment Terms and Due DatesGive each customer their own due date from the payment terms on their Xero contact, instead of one fixed rule for everyone.
- 7Custom Invoice PercentagesLet users raise a milestone invoice for a percentage of the total, with presets you define.
- 8Branding Themes, Tax Rates and Tracking CategoriesReference data that is maintained in Xero and read into Salesforce, where it appears when raising a document, and how much users can change.
- 9Multi-CurrencyHow a document's currency is decided when Salesforce multi-currency is on, and what to keep consistent between the two systems.
- 10Connecting Additional Xero OrganisationsRun several Xero organisations from one Salesforce org — slots, connecting a second organisation, product handling across organisations, and disconnecting, archiving or removing one.
- 11Advanced SettingsEvery setting on the Advanced Settings screen, card by card — defaults, product handling, sync batch size, notifications, API limits, debug log purge and usage diagnostics.
- 12Reports and DashboardsThe thirteen reports and one dashboard that ship with the package, and what each answers.
- 13The CSV Upload ToolA recovery route for very large Xero organisations — import invoices or items in controlled batches from a list of invoice numbers or item codes.