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List of OpenCRM to Xero Field Mappings

Updated: 29 July 2020 16:21:02 OpenCRM::Xero Integration

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

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