XERO Mappings
The Xero mapping section allows you to connect your instance to Xero (using the connect button in the top right) as well as change the default mappings between Brevity and Xero.
These are the topics on this page:
1. To sync data to and from your Xero account, there are templates to use in order for the data to be saved on correct tables and fields.
2. Mappings
a. Xero entity name
b. Brevity system entity/table
c. Xero entity fields
d. Brevity system entity fields
e. Primary Brevity entity
f. Key fields
3. Steps to setup new mapping
a. Select primary entity from the dropdown list (e)
b. Select system entity (b), you will see that its fields will be auto populated in (d) dropdowns
c. Map Xero entity fields with Brevity entity fields (c) --> (d), select appropriate fields from the list, also note that fields marked with * are mandatory while others can be skipped.
d. If for any reason you are not able to map Brevity field to Xero field, then there is optional static input field present besides (d), you can enter/select your static value and that will be used when data is synced.
e. Key fields act as primary fields that determine the uniqueness of the records while the data is synced so that there are no duplicate records in the system, these key fields are used to determine whether to update or insert record while the data is synced to/from Xero.
f. Save mappings once all the fields are mapped.
g. You can anytime come to this section to modify the entity mappings.
4. Go to the Brevity website to sync data in Xero.
Field Mappings: Brevity to Xero
The following table outlines the default mappings when transferring data from Brevity to Xero.
Brevity Field | Xero Field |
|---|---|
|
|
I. Client |
|
a. Name | a. Name |
b. Email address | b. Email address |
c. Client id | c. Client Id |
d. Address | d. Address |
e. Phone number | e. Phone number |
|
|
II. Employee |
|
a. Name | a. Name |
b. Date of birth | b. Date of Birth |
c. Email address | c. Email address |
d. Start date | d. Phone number |
e. Phone number |
|
d. Address |
|
|
|
III. Invoice |
|
a. Date | a. Date |
b. Due date | b. Due date |
c. Total | c. Total |
d. Total Tax | d. Total Tax |
e. Invoice id | e. Invoice Id |
f. Client Id | f. Client Id |
|
|
IV. Funding Claim |
|
a. Date | a. Date |
b. Due date | b. Due date |
c. Total | c. Total |
d. Total tax | d. Total tax |
e. Client id | e. Client id |
|
|
V. Timesheet |
|
a. Start date | a. Start date |
b. End date | b. End date |
c. User id | c. User id |
|
|
When importing information, we need to make sure that the required data are filled in order for the import to be successful.
You can connect your Xero account with Brevity in order to import clients, employees, invoices and timesheets data or vice versa. In order to sync data, we go to Administration>Sync Xero. Choose the data you would want to sync and it would transfer all information. All information from Xero would now be found on Brevity.
Field Mappings: Xero to Brevity
The following table outlines the default mappings when transferring data from Xero to Brevity.
Xero Field | Brevity Field |
|---|---|
|
|
I. From Account |
|
a. Name | a. Name |
b. Code | b. Code |
c. UID | c. UID |
|
|
II. From Customer |
|
a. Name | a. Name |
b. Email address | b. Email address |
c. Phone number | c. Phone number |
|
|
III. From Employee |
|
a. Name | a. Name |
b. Date of Birth | b. Date of Birth |
c. Email | c. Email |
d. Start date | d. Start date |
e. Phone number | e. Phone number |
f. Address | f. Address |
|
|
IV. From Tax |
|
a. Name | a. Name |
b. Tax type | b. Tax type |