XERO Entity mapping without CSV.

Problem Statement

You need to change Xero customer mapping for existing customers without using a CSV—for example, when Chargebee created a new Xero contact but you want to link the Chargebee customer to an older Xero account instead.

Solution

This is done via the integrations database (Integ DB) and the update_tp_mapping action. Use it when there are fewer records to remap.

Steps to Set It Up

1. Log in to Integ DB and open the third_party_entity_mappings table. Search for the record using the appropriate filter.

2. Click View.

3. Confirm the Xero ID matches the record you want to change.
4. Use the update_tp_mapping action (link available in the Integ DB admin for this table). Enter the new Xero ID, set the mapping status, and submit.
5. Confirm the mapping by repeating step 1 and verifying the updated Xero ID.