Salesforce - Expedo mapping (Integration)
- Jay Ellacer
- Tim Stapleton
- Fernando Martinez
Contractor/Employee
Expedo | Salesforce |
Table: Employee | Account |
FirstName | ExFirstName__c |
PreviousLastName | PreviousSurname__c |
ClientID | ExEmployerOfRecordID__c |
EmailPersonal | PersonEmail |
Mobile | MobileInt__pc |
HomePhone | PhoneInt__pc |
DOB | D_O_B__c |
Gender | ExGender__c |
IndependentContractor | ExIndContractor__c |
CompanyName | PtyAccount__r.Managed_Company_Name__c |
ABN | PtyAccount__r.ABN__c |
GSTRegistered | PtyAccount__r.GST_Registered__c |
OwnSuper | ExOwnSuper__c |
IsSendUserInvite | ExInvite__c |
IsInactive | ExIsActivated__c |
IsSameAsPhysicalAddress | ExSameAddr__c |
KeyPayEmployeeID | ExKeyPayID__c |
KeyPayExportStatusID | ExKeyPaySync__c |
HoursPerWeek | HoursPerWeek__c |
PaySchedule | KPPaySched__c |
PrimaryLocation | ExPrimaryLocation__c |
WorkTypes | WorkType__c |
LeaveTemplate | KPLeaveTemplate__c |
Locations | KPLocations__c |
StartDate | ExStartDate__c |
SourceID | Id |
WorkerReferenceID | AcctRef__c |
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Table: Address |
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PostalAddress | |
Street1 | ExPostalStreet1__c |
Street2 | ExPostalStreet2__c |
Suburb | PersonMailingCity |
PostCode | PersonMailingPostalCode |
State | PersonMailingState |
CountryID | ExPostalCountryId__c |
PhysicalAddress | |
Street1 | ExPhysicalStreet1__c |
Street2 | ExPhysicalStreet2__c |
Suburb | PersonOtherCity |
PostCode | PersonOtherPostalCode |
State | PersonOtherState |
CountryID | ExPhysicalCountryId__c |
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Table: EmployeeEmergency |
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FirstName | Emergency_Contact_Name__c |
ContactNumber | Emergency_Contact_Number__c |
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Table: EmployeeTax |
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TFN | ExTFN__c |
DateSigned | TFDDate__c |
AustralianResident | TaxAustralianResident__c |
HelpDebt | TaxHelpDebt__c |
FinancialSupplementDebt | FSDebt__c |
ClaimTaxFreeThreshold | Claim_Tax_Free_Threshold__c |
TaxOffset | OtherTaxOffset__c |
NoTFNReasonID | TaxNoTFNReason__c |
WorkingHolidayMaker | TaxWorkingHoliday__c |
ClaimSeniorsAndPensioners | SeniorsTaxOffset__c |
LodgeElectronically | TaxLodgementStatus__c |
NoTFN | AppliedForTFN__c |
WorkingHolidayVisaCountry | Nationality__c |
WorkingHolidayStartDate | TimesheetStartDate__c |
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Table: EmployeeSuper |
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FundName | Policy_Provider_Fund_Name__c |
ProductCode | SuperUSI__c |
MemberNumber | Policy_Number_Member_Number__c |
SelfManaged | SMSF__c |
AccountName | SMSF_Bank_Account_Name__c |
BSB | SMSF_BSB__c |
AccountNumber | SMSF_Bank_Account_Number__c |
ElectronicServiceAddress | ESA__c |
ABN | Super_ABN__c |
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Table: EmployeeBank |
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Bank1 | |
Order | ExBankOrder1__c |
Amount | ExBankAmount__c |
AmountUnit | ExBankUnit1__c |
AccountName | Bank_account_Name__c |
BSB | Bank_BSB__c |
AccountNumber | Bank_Account_Number__c |
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Bank2 | |
Order | ExBankOrder2__c |
Amount | ExBankAmount2__c |
AmountUnit | ExBankUnit2__c |
AccountName | BankAccName2__c |
BSB | BankBSB2__c |
AccountNumber | BankAccNum2__c |
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Bank3 | |
Order | ExBankOrder3__c |
Amount | ExBankAmount3__c |
AmountUnit | ExBankUnit3__c |
AccountName | BankAccName3__c |
BSB | BankBSB3__c |
AccountNumber | BankAccNum3__c |
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Postback message to salesforce | |
ID | ExID__c |
Status | Contractor_Status__c |
Message | ExAPIStatus__c |
TaxID | ExETaxID__c |
EmergencyID | ExEEID__C |
Bank1ID | ExEB1ID__c |
Bank2ID | ExEB2ID__c |
Bank3ID | ExEB3ID__c |
SuperID | ExES1ID__c |
Agency/Host
Expedo | Salesforce |
Table: Client | Account |
Agency | |
RegisteredName | Managed_Company_Name__c |
ABN | ABN__c |
SameAsPhysical | ExSameAddr__c |
IsActive | ExIsActivated__c |
AgencyInvoicingContactName | Invoicing_Contact__r.Name |
AgencyInvoicingContactEmail | Invoicing_Contact__r.Email |
AgencyInvoicingContactEmailCC | Invoicing_Contact__r.AdditionalEmail__c |
AgencyInvoicingContactPhone | Invoicing_Contact__r.MobilePhone |
AgencyInvoicingContactRole | Invoicing_Contact__r.Title |
AgencyInvoiceGrouping | ExInvoiceGrouping__c |
AgencyInvoiceFrequency | ExInvoiceFreq__c |
AgencyInvoicePrefix | InvoicePrefix__c |
AgencyInvoicePostfix | InvoicePostfix__c |
AgencyLastInvoiceNo | LastInvoiceNum__c |
AgencyDefaultPaymentTermValue | ExDefaultPaymentTermValue__c |
AgencyDefaultPaymentTermUnit | ExPaymentTermUnit__c |
AgencyEmail | InvoiceEmail__c |
AgencyPhone | InvoicePhone__c |
AgencyPhone | BankingDetails__c |
IsHost | ExIsHost__c |
IsAgency | ExIsAgency__c |
ExportInvoicesAndRCTI | IsRCTI__c |
IsHost | ExIsHost__c |
AgencySaleExportTypeID | ExInvoiceAs__c |
AgencyExportToID | ExInvoiceExport__c |
GSTFree | ExGSTExempt__c |
GSTPercentage | ExGSTRate__c |
SourceID | ID |
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Host | |
RegisteredName | Managed_Company_Name__c |
ABN | ABN__c |
SameAsPhysical | ExSameAddr__c |
IsActive | ExIsActivated__c |
HostDefaultPurchaseOrderNumberRequired | ExPORequired__c |
HostInvoicingContactName | Invoicing_Contact__r.Name |
HostInvoicingContactEmail | Invoicing_Contact__r.Email |
HostInvoicingContactEmailCC | Invoicing_Contact__r.AdditionalEmail__c |
HostInvoicingContactPhone | Invoicing_Contact__r.MobilePhone |
HostInvoicingContactRole | Invoicing_Contact__r.Title |
HostInvoiceGrouping | ExInvoiceGrouping__c |
HostInvoiceFrequency | ExInvoiceFreq__c |
ExportInvoicesAndRCTI | IsRCTI__c |
IsHost | ExIsHost__c |
IsAgency | ExIsAgency__c |
HostDefaultPaymentTermUnit | ExPaymentTermUnit__c |
HostDefaultPaymentTermValue | ExDefaultPaymentTermValue__c |
HostExportRCTIToID | ExInvoiceExport__c |
GSTFree | ExGSTExempt__c |
GSTPercentage | ExGSTRate__c |
SourceID | ID |
Engagement
Expedo | Salesforce |
Table: Engagement | Engagement__c |
SourceID | Id |
EngagementNo | Name |
EngagementID | ExEngagementID__c |
EngagementName | EngagementName__c |
AdminPONumber | ExPONumber__c |
AttachTimesheetsToInvoices | ExAttachTimesheets__c |
PayrollProcessingFee | ExProcessingFee__c |
PayrollProcessingFeeUnit | ExProcessingFeeUnit__c |
EmployerOfRecordID | ExEmployerOfRecordID__c |
BillingModel | ExBillingModelID__c |
PayrollFunding | DebtFundingPct__c |
IsInactive | ExIsInactive__c |
InvoiceFrequency | ExHostInvoiceFreq__c |
AgentInvoiceFrequency | ExAgencyInvoiceFreq__c |
OverrideInvoiceContact | ExOverrideHostInvoiceContact__c |
OverrideAgentInvoiceContact | ExOverrideAgentInvoiceContact__c |
EngagementPayCategory.PayCategoryID | ExPayCategoryHour__c |
EnableProcessingFee | ExEnableProcessingFee__c |
EnableMarginFee | ExEnableMarginFee__c |
OverrideBankDetails | ExBankOverride__c |
BankDetails | BankDetails__c |
AdministrationIncomeCode | ExAdministratorInvoiceAccountCode__c |
AdministrationServiceFeeCode | ExAdministratorExpenseAccountCode__c |
MarginCode | ExAdministratorMarginCode__c |
MarginBillCode | ExAdministratorMarginBillCode__c |
DefaultPONumber | ExHostPONumber__c |
DisableBillExport | ExDisableBillExport__c |
AdminToAgentBillAccountCode | ExAgencyBillAccountCode__c |
AgencyDefaultPaymentTermValue | PmtTermValue__c |
AgencyDefaultPaymentTermUnit | ExAgencyPaymentTermUnit__c |
HostDefaultPaymentTermValue | HostPmtTermValue__c |
HostDefaultPaymentTermUnit | ExHostPaymentTermUnit__c |
PayrollProcessorID | ExPayrollProcessorID__c |
BillExpenseCode | ExReimbursableExpenseCode__c |
MarginFee | ExProcessingFee__c |
MarginFeeUnit | ExProcessingFeeUnit__c |
HostEmployerID | Host__r.ExID__c |
AdvisorID | Agency__r.ExID__c |
MarginAdvisorID | PlacementFeeAgency__r.ExID__c |
InvoicingContactName | HostInvoicingContact__r.Name |
InvoicingContactEmail | HostInvoicingContact__r.Email |
InvoicingContactEmailCC | HostInvoicingContact__r.AdditionalEmail__c |
InvoicingContactPhone | HostInvoicingContact__r.MobilePhone |
Title | HostInvoicingContact__r.Title |
AgentInvoicingContactName | InvoicingContact__r.Name |
AgentInvoicingContactEmail | InvoicingContact__r.Email |
AgentInvoicingContactEmailCC | InvoicingContact__r.AdditionalEmail__c |
AgentInvoicingContactPhone | InvoicingContact__r.MobilePhone |
AgentInvoicingContactRole | InvoicingContact__r.Title |
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Table: EngagementPayCategory | |
PayCategoryID | ExPayCategoryHour__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | Agency__r.ExpAcctCodeDay__c |
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PayCategoryID | ExPayCategoryHourWithLeave__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | Agency__r.ExpAcctCodeDay__c |
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PayCategoryID | ExPayCategoryDay__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | Agency__r.ExpAcctCodeDay__c |
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PayCategoryID | ExPayCategoryDayWithLeave__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | Agency__r.ExpAcctCodeDay__c |
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PayCategoryID | ExPayCategoryPtyHour__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | ExExpAcctCodePty__c |
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PayCategoryID | ExPayCategoryPtyDay__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | ExExpAcctCodePty__c |
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PayCategoryID | ExPayCategoryPtyHourNoGST__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | ExExpAcctCodePtyNoGST__c |
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PayCategoryID | ExPayCategoryPtyDayNoGST__c |
InvoiceAccountCode | Agency__r.InvAcctCodeDay__c |
ExpenseAccountCode | ExExpAcctCodePtyNoGST__c |
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PayCategoryID | ExPayCategoryHourCasual__c |
InvoiceAccountCode | Agency__r.InvAcctCodeHour__c |
ExpenseAccountCode | Agency__r.ExpAcctCodeDay__c |
Assignment
Expedo | Salesforce |
Table: Assignment | Assignment__c |
AssignmentNo | Name |
EngagementID | Engagement__r.ExEngagementID__c |
Name | AssignmentName__c |
JobTitle | JobTitle__c |
PONumber | ExHostPONumber__c |
AdminPONumber | ExPONumber__c |
TimesheetStartDate | TimesheetStartDate__c |
StartDate | StartDate__c |
EndDate | EndDate__c |
EmployeeID | ContractorExID__c |
IsInactive | ExIsInactive__c |
PayrollProcessingFee | ProcessingFee__c |
OverrideProcessingFee | ExProcessingFeeOverride__c |
PayrollProcessingFeeUnit | Engagement__r.ExProcessingFeeUnit__c |
IsManualAssignment | ExTimesheetManualAssignment__c |
PrimaryApproverID | Approver1__r.ExContactID__c |
SecondaryApproverID | Approver2__r.ExContactID__c |
ApprovalOption | ExTimesheetApprovalOption__c |
SendNotificationToApprovers | ExTimesheetNotification__c |
SendNotificationToEmployees | ExTimesheetNotification__c |
AnnualLeaveApproverID | Approver1__r.ExContactID__c |
HoursPerDay | ExHoursPerDay__c |
InvoiceFrequency | Engagement__r.ExHostInvoiceFreq__c |
AgentInvoiceFrequency | Engagement__r.ExAgencyInvoiceFreq__c |
PayScheduleID | ExPaySchedule__c |
PayStructure | ExPayStructure__c |
AutomaticApproval | ExAutomaticApproval__c |
OverrideInvoiceContact | ExOrideHostInvContact__c |
OverrideAgentInvoiceContact | ExOrideAgencyInvContact__c |
TimesheetScheduleID | ExTimesheetFrequency__c |
InvoicingContactName | HostInvoicingContact__r.Name |
InvoicingContactEmail | HostInvoicingContact__r.Email |
InvoicingContactEmailCC | ExHostInvoicingCC__c |
InvoicingContactPhone | HostInvoicingContact__r.Mobile |
InvoicingContactRole | HostInvoicingContact__r.Title |
AgentInvoicingContactName | AgencyInvoicingContact__r.Name |
AgentInvoicingContactEmail | AgencyInvoicingContact__r.Email |
AgentInvoicingContactEmailCC | ExAgencyInvoicingCC__c |
AgentInvoicingContactPhone | AgencyInvoicingContact__r.Mobile |
AgentInvoicingContactRole | AgencyInvoicingContact__r.Title |
TimesheetTypeID | ExTimesheetType__c |
OverrideAccountCodes | ExOverrideAccountCodes__c |
OverrideAdminAccountCodes | ExOverrideAdminAccountCodes__c |
AdministrationIncomeCode | ExAdministratorInvoiceAccountCode__c |
AdministrationServiceFeeCode | ExAdministratorExpenseAccountCode__c |
HideBreakTimes | ExHideBreaks__c |
DisableTimesheetGeneration | ExDisableTimesheetGen__c |
PrimaryPayCategory | WorkType__c |
PrimaryLocation | ExPrimaryLocation__c |
LeaveTemplate | KPLeaveTemplate__c |
Locations | KPLocations__c |
WorkTypes | WorkType__c |
HoursPerWeek | HoursPerWeek__c |
Consultant | ReferredByConsultant__r.Name |
SourceID | ID |
SuperMultiplier | ExSuperMultiplier__c |
PayrollTaxMultiplier | ExPRTMultiplier__c |
AgencyFeeMultiplier | ExAgencyFeeMultiplier__c |
ContractorFeeMultiplier | ExContractorFeeMultiplier__c |
FixedFeeAgency | FixedFeeAgency__c |
FixedFeeContractor | FixedFeeContractor__c |
IsExemptFromPayrollTax | PRTExempt__c |
IsEnabledForTimesheets | KPTimesheetEnabled__c |
OverrideBillAccountCodes | ExOverrideBillAccountCodes__c |
AgentToHostBillAccountCode | ExAgentToHostBillAccountCode__c |
AdminToAgentBillAccountCode | ExAdminToAgentBillAccountCode__c |
FixedHours | ExFixedHours__c |
PlacementFeeMultiplier | ExPFMultiplier__c |
PlacementFeePayrollTaxMultiplier | ExPRTPFMultiplier__c |
StateID | ExWorksiteState__c |
PRTPayableBy | ExPRTPayableBy__c |
AdminPRTMultiplier | ExAdminPRTMultiplier__c |
IsCasual | IsCasual__c |
ExKeyPayPayRate | ExKeyPayPayRate__c |
TimesheetLayoutExpenses | ExTimesheetExpenses__c |
IncludeExpensesToAgent | ExTimesheetExpenses__c |
AutomaticVerification | ExAutomaticVerification__c |
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Override Invoice Contact | |
InvoicingContactName | Engagement__r.HostInvoicingContact__r.Name |
InvoicingContactEmail | Engagement__r.HostInvoicingContact__r.Email |
InvoicingContactPhone | Engagement__r.HostInvoicingContact__r.Mobile |
InvoicingContactRole | Engagement__r.HostInvoicingContact__r.Title |
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Override Agency Invoice Contact | |
InvoicingContactName | Engagement__r.InvoicingContact__r.Name |
InvoicingContactEmail | Engagement__r.InvoicingContact__r.Email |
InvoicingContactPhone | Engagement__r.InvoicingContact__r.Mobile |
InvoicingContactRole | Engagement__r.InvoicingContact__r.Title |
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Table: AssignmentConsultant |
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Consultant | ReferredByConsultant__r.Name |
Rate | ExConsultantSplit__c |
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Consultant | ReferredByConsultant2__r.Name |
Rate | ExConsultantSplit2__c |
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Pay Rates with ExRateTemplateID__c | |
Table: Shift |
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PayRate | ExBaseRate__c * (Rate Template PayRateMultiplier) |
ChargeRate | ExHostChargeRate__c * (Rate Template PayRateMultiplier) |
AgentRate | ExAgencyChargeRate__c * (Rate Template PayRateMultiplier) |
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Table: AssignmentPayCategory |
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PayRate | ExBaseRate__c |
ChargeRate | ExHostChargeRate__c |
AgentRate | ExAgencyChargeRate__c |
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Pay Rates with no ExRateTemplateID__c | |
Table: AssignmentPayCategory | |
PayCategoryID | ExPayCategory__c |
PayRate | ExBaseRate__c |
ChargeRate | ExHostChargeRate__c |
AgentRate | ExAgencyChargeRate__c |
InvoiceAccountCode | ExAgencyInvoiceAccountCode__c |
ExpenseAccountCode | ExAgencyExpenseAccountCode__c |
Note (May 2024): With the introduction of “Max Term” leave logic, the base rate field is interchangeable depending on whether the assignment is of type “Max Term” or not:
If Non Max Term | If Max Term |
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Associated task (internal): https://expedo.atlassian.net/browse/TTBP-2520