List of mandatory fields in CRM

List of mandatory fields in CRM

There are key fields that are created inside Zoho CRM which are connected to the Xero plugin. These fields must not be deleted or the plugin won't work.


Modules

Field Names







Accounts

Default Sales Account

Sales Discount %

Invoices Due Date (Day)

Invoices Due Date (Frequency)

Add to Xero

Xero ID

Xero Contact URL

Modified by



Contacts

Primary Contact

Include in Emails

Modified by






Vendor

Default Purchase Account

Bills Due Date (Day)

Bills Due Date (Frequency)

Add to Xero

Xero ID

Xero Contact URL

Modified by










Products

Add to Xero

Xero ID

Xero Item URL

Xero Sales Account

Xero Sales Tax Rate

Xero Sales Account ID

Xero Purchase Account

Xero Purchase Tax Rate

Xero Purchase Account ID

Xero Inventory Asset Account

Xero Inventory Asset Account ID

Modified by







Invoices

Add to Xero

Xero ID

Xero Invoice URL

Xero Invoice No

Branding Theme

Paid Amount

Owed Amount

Total Paid

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