Field Settings
The Field Settings tab provides a tool to map index values from the capture process to index or metadata fields in Xero's web portal.
The Field Name column represents the index field name defined for this document type, and the Index fields are mapped in the Index field mappings group at the bottom, which represent the index field names configured in Xero.
The Output Format supports text field masking.
To include a field to be migrated, select the corresponding check box in the Include column.
If there are fields that do not match fields in the list, they are highlighted yellow.
Index field mappings
Map the Contact to the index field containing a contact that matches a preconfigured contact entry on Xero. Continue to map additional fields as appropriate. For more information on configuring Xero fields, search for "Field mappings for custom document templates" on the Xero Central website.