The following fields are set in Xero by OpenCRM:
| Invoice |
|
| OpenCRM |
Xero |
| Invoice Number |
Invoice Number |
| Subject |
Reference |
| Currency |
Currency |
| Subtotal |
Subtotal |
| Tax |
Total Tax |
| Invoice Date |
Invoice Date |
| Due Date |
Due Date |
| Paid Date (only if set) |
Fully Paid Date |
| Outstanding |
Amount Due |
| Total - Outstanding |
Amount Paid |
| |
|
| Contact |
|
| OpenCRM |
Xero |
| Record ID |
Contact Number (external identifier) |
| Xero Reference |
ContactID |
| Company Name |
Name (Company Name) |
| First Name |
First Name |
| Last Name |
Last Name |
In order of preference (first of these with a value):
Invoice billing email, Contact Business Email, Company Email |
Email |
| Company Billing Street |
PO BOX Address: Line 1 |
| Company Billing Street 2 |
PO BOX Address: Line 2 |
| Company Billing City |
PO BOX Address: City |
| Company Billing Region |
PO BOX Address: Region |
| Company Billing Country |
PO BOX Address: Country |
| Company Billing Postcode |
PO BOX Address: Postcode |
| |
|
| Product Line |
|
| OpenCRM |
Xero |
| List Price |
Unit Amount |
| Quantity |
Quantity |
| Quantity * Price |
Line Amount |
| Discount as a percentage |
Discount Rate |
| Product Code |
Item Code |
| Description if set, otherwise Product Name |
Description |
| Nominal Code (via mapping to Xero Account codes) |
Account Code |
| Tax Class (via mapping to Xero Tax types) |
Tax type / Tax code |
| Tax |
Tax Amount |
| |
|
| Product |
|
| OpenCRM |
Xero |
| Product Code |
Item Code |
| Product Name |
Name |
| Product Description |
Description |
| Buy Price |
Purchase: Unit Price |
| Purchase Nominal Code (via mapping to Xero account codes) |
Purchase: Account Code |
| Unit Price |
Sales: Unit Price |
| Nominal Code (via mapping to Xero Account codes) |
Sales: Account Code |
