Get Sales Orders Field Mapping Reference for Salesforce
Last updated on Sep 19, 2026
This is the complete field reference for Get Sales Orders. See Configure Get Sales Orders for Salesforce for the steps to map these fields and set up filters.
Order Information
| Maxio Platform field | Description |
|---|---|
| Opportunity Name | Default: Opportunity.Name. Displayed as reference data. |
| Order Type | Displayed as reference data. Recommend mapping Opportunity.Type. |
| Order Notes | Displayed as reference data. A good place for special invoicing notes. |
| Close Date | Default: Opportunity.CloseDate. |
| Order Total | Default: Opportunity.Amount. |
| Auto-Process | See Configure Auto-Process Sales Orders for Salesforce. |
Project information
These fields pre-fill the Create Project step of Sales Order processing, when Projects are enabled for your account. See Create a Project.
| Maxio Platform field | Description |
|---|---|
| Project Template | Matched by name against your account's Project Templates. |
| Project Name | Optional. If unmapped, the new Project uses the matched Project Template's name. |
| Project PO Number | Optional. Pre-fills the new Project's PO Number, which Maxio applies to Invoices generated for that Project unless an Invoice already has a PO Number of its own. |
Order - Revenue Information
| Maxio Platform field | Description |
|---|---|
| Transaction Revenue Book | Enter the Maxio Platform database ID or exact Revenue Book name. System books such as Contract Main won't match. |
| Transaction SSP List | Enter the Maxio Platform database ID or exact SSP List name. |
Customer - Maxio Customer Information
Also available, with no additional mapping notes: Customer SFDC ID, Customer Notes, Customer CC Email, Customer Escalation Email, Customer Default Theme, Customer Default Cadence Template, Customer Default Payment Method, Customer Autopay Enrollment, Customer Advanced Billing ID, Customer Xero Sales Tax Rate, Customer Default Payment Terms, and Customer Entity Use Code.
| Maxio Platform field | Description |
|---|---|
| Customer Do Not Sync | Sets the Customer and its financial records to not sync to a connected general ledger. |
| Customer Number | Required to be unique in Maxio Platform. |
| Customer Name | Default: Account.Name. |
| Customer Permit Imbalance | Excepts the Customer from Out of Balance warnings. Use with caution. |
| Customer Domain | Default: Account.Website. |
| Customer e-Bill | Checkbox that enables e-Bill for the Customer. |
| Customer Default Enable CC Payment, Customer Default Enable ACH Payment | Checkboxes. When checked, the default for all e-Bills created is to accept that payment method. Individual e-Bills can still be set differently. |
| Customer Default Auto-Renew | Mapped values must match your auto-renewal profile names exactly. |
| Customer Salesforce Owner ID | Default: Account.OwnerId. |
| Customer Salesforce Price Book Id | Default: Account.Pricebook2Id (or Opportunity.Pricebook2Id for Opportunity-sourced orders). If null, Maxio Platform uses the default price book from Setup the Salesforce Integration for Maxio Core. |
| Customer Default Renewal Opportunity Rule | Mapped values must match a renewal opportunity rule name exactly. |
| Customer Billing Street, City, State, Zip Code, Country | Default: Account.BillingStreet/BillingCity/BillingState/BillingPostalCode/BillingCountry. |
| Customer Shipping Street, City, State, Zip Code, Country | Default: Account.ShippingStreet/ShippingCity/ShippingState/ShippingPostalCode/ShippingCountry. |
| Customer Invoice Print Preference, Customer Invoice Email Preference | Checkbox controls. |
Customer - Billing Profile
Also available, with no additional mapping notes: Customer Company Name, Customer QuickBooks Name, Customer Salutation, Customer First Name, Customer Last Name, Customer Phone, Customer Alt Phone, Customer Fax, Customer Email, Customer Contact, Customer Alt Contact, Customer Business Identification Number (VAT), Customer Account Number, and Customer Type.
| Maxio Platform field | Description |
|---|---|
| Customer Currency | Currency must be enabled in your QuickBooks account to support this field. Not supported in QuickBooks Online. |
| Customer Sales Tax Code | Sales Tax Codes must be enabled in your QuickBooks account. |
| Customer Item Sales Tax | Used for QuickBooks Desktop. |
| Customer Sales Rep | Not supported in QuickBooks Online. |
Customer - Analytics Information
Also available, with no additional mapping notes: Customer Parent, Customer Code, Customer City, Customer State/Province, Customer Country, CRM ID, and Customer RevOps Account ID.
Maxio Platform also lists whatever custom Customer fields your account has configured for Get Sales Orders, which can include fields like Industry, Segment, Subsegment, and Market.
Contract Information
Also available, with no additional mapping notes: Contract Register Name, Contract Number, Contract Entry Date, Contract Email, Contract Notes, Contract Permit Imbalance, and Contract Salesforce ID.
| Maxio Platform field | Description |
|---|---|
| Contract Is {Job/SubCustomer} | The label matches your QuickBooks Desktop ("Job") or QuickBooks Online ("SubCustomer") terminology. |
| Custom Contract fields | Maxio Platform lists whatever custom Contract fields your account has configured. |
Contract - QuickBooks {Job/SubCustomer} Profile
Also available, with no additional mapping notes: QuickBooks {Job/SubCustomer} Name, Contract Billing Company Name, Salutation, First Name, and Last Name, Contract Billing Address1/2/3, City, State, Zip Code, and Country, Contract Shipping Address1/2/3, City, State, Zip Code, and Country, Contract Billing Phone, QuickBooks {Job/SubCustomer} Alt Phone, Fax, Email, Contact, and Alt Contact, Business Identification Number (VAT), QuickBooks {Job/SubCustomer} Account Number, Contract Default Payment Terms, QuickBooks {Job/SubCustomer} Sales Rep and Is Active, QuickBooks Job Status, Start Date, Projected End Date, End Date, Description, and Type, and QuickBooks {Job/SubCustomer} Default Invoice Template and Default Credit Memo Template.
| Maxio Platform field | Description |
|---|---|
| QuickBooks {Job/SubCustomer} Print Invoices, Email Invoices | Checkbox controls. |
Advanced Billing (order-level)
These fields only apply to orders processed through the Maxio Core to Advanced Billing Combined Sales Order workflow.
| Maxio Platform field | Description |
|---|---|
| AB Encrypted Subscription Preview | An encrypted preview token Advanced Billing generates for a proposed Subscription, before it's created. |
| AB Subscription Currency Code | The currency the Subscription bills in. |
| AB Payment Collection Method | How Advanced Billing collects payment for the Subscription, for example automatic charge or invoice. |
| AB Payment Token | A tokenized reference to the Customer's stored payment method in Advanced Billing. |
| AB Payment Type | The type of payment method used, for example credit card or ACH. |
Transaction - Basic Information
Also available, with no additional mapping notes: Transaction Foreign Exchange Rate, Transaction Local Unit List Price, and Transaction Order Number.
| Maxio Platform field | Description |
|---|---|
| Transaction Item Code | Default: PricebookEntry.ProductCode. Used to match Salesforce Products to Maxio Platform Items. |
| Transaction Item Name | Default: PricebookEntry.Name. |
| Transaction Item Class Name | Maps to a Transaction Class. See Create and Map Transaction Classes. |
| Transaction Start Date | Default: Opportunity.CloseDate. |
| Transaction End Date | No default. If unmapped, calculated from Start Date and Duration. |
| Transaction Duration | To use a Duration drop-down, map Start Date and leave End Date unmapped. |
| Transaction Amount | Default: OpportunityLineItem.TotalPrice. If not using Products in Salesforce, map to Opportunity.Amount instead. |
| Transaction Quantity | Default: OpportunityLineItem.Quantity. If not using Products in Salesforce, don't map this field. |
| Transaction Order Date | Default: Opportunity.CloseDate. |
| Transaction Notes | Default: OpportunityLineItem.Description. |
| Transaction MRR, Transaction ARR | If unmapped, Maxio Platform uses the Item's settings to determine whether these should be populated. |
| Transaction Discount Amount | The discount off the list price. |
| Transaction Amount After Discount | The total price after discount. |
Transaction - Advanced Information
Also available, with no additional mapping notes: Transaction Renewal Amount, Transaction Renewal Amount Percentage, Transaction Renewal Quantity, Transaction Renewal Billing Method, Transaction Flagged, Transaction Normalization, Transaction Term Number, Transaction Renewal Probability, Transaction Group Salesforce ID, Transaction Salesforce ID, and Transaction Renewal Opportunity Rule.
| Maxio Platform field | Description |
|---|---|
| Transaction Periodic Amount | The recurring rate used when processing a Sales Order. |
| Transaction Renewal Factor, Transaction Renew Using Item, Transaction Renewal Duration | If mapped from a Salesforce drop-down, values must match the Maxio Platform drop-down exactly. |
| Transaction Permit Imbalance | Checkbox control. If unmapped, default is off. |
| Transaction Action, Affected Transaction, Renewed Transaction | Used for Send Renewal Opportunities. See Configure Send Renewal Opportunities for Salesforce. |
| Transaction Effective End Date | Used when processing an early termination. The last day of the subscription. |
| Transaction Effective Change Date | Used when processing a change. The Start Date of the new Transactions. |
| Transaction Generate Revenue | Checkbox control. If unmapped, default is off. Not stored with the Transaction. |
| Transaction Revenue Amount | An alternative to Transaction Amount for revenue generation. Valuable for VSOE allocations. |
| Transaction Revenue Start Date, Transaction Revenue End Date | If unmapped, default to the Transaction start/end dates. |
| Transaction Revenue Recognition Method | Values must match the Maxio Platform drop-down exactly. See Revenue Recognition Methods. |
| Transaction Recognize | Checkbox control. If unmapped, default is on. |
Transaction - Invoicing Information
Also available, with no additional mapping notes: Transaction Invoice Quantity, Transaction Invoice Line Item Description, Transaction Invoice Line Item QuickBooks Class, Transaction CRM Opportunity ID, and Transaction CRM Opportunity Line Item ID.
| Maxio Platform field | Description |
|---|---|
| Transaction Generate Invoices | Checkbox control. If unmapped, default is on. Not stored with the Transaction. |
| Transaction Invoice Start Date, Transaction Invoice End Date | If unmapped, default to the Transaction start/end dates. |
| Transaction Billing Method | Values must match the Maxio Platform drop-down exactly. See Billing Methods. |
| Custom Transaction fields | Maxio Platform lists whatever custom Transaction fields your account has configured. |
Invoice Settings
Also available, with no additional mapping notes: Invoice Memo, Invoice Date, and Invoice Payment Terms.
| Maxio Platform field | Description |
|---|---|
| Invoice QuickBooks Template, Invoice QuickBooks Class, Invoice QuickBooks Customer Message, Invoice QuickBooks Sales Rep | If mapped from a Salesforce drop-down, values must match the Maxio Platform drop-down exactly. |
| Invoice Print Queue in QuickBooks, Invoice Email Queue in QuickBooks | Checkbox controls. If unmapped, default is off. |
| Invoice Ship Date | For QuickBooks Desktop only. |
| Invoice Do Not Sync | Checkbox control. If unmapped, default is off. |
| Invoice Purchase Order Number, Invoice Other | For QuickBooks Desktop only. |
| Custom Invoice fields | Maxio Platform lists whatever custom Invoice fields your account has configured. |
Advanced Billing (line item-level)
Like the order-level Advanced Billing fields above, these fields only apply to orders processed through the Maxio Core to Advanced Billing Combined Sales Order workflow.
| Maxio Platform field | Description |
|---|---|
| AB Product ID | The Advanced Billing Product family ID for this line item's Subscription. |
| AB Price Point ID | The specific Advanced Billing Price Point (pricing variant) to use for this Product. |
| AB Amount in Cents | The price for this line item, in cents. |
| AB Duration Interval No, AB Duration Interval Unit | Together set the subscription's billing interval, for example "1" and "month" for monthly billing. |
| AB Component Quantity | The quantity of a metered or quantity-based Component. |
| AB Component Enabled | Checkbox control. Whether this Component is included on the Subscription. |
| AB Coupon Code | An Advanced Billing coupon code to apply to the Subscription. |
| AB Subscription Start Date | The date Advanced Billing begins billing the Subscription. |
| AB Expiration Date | The date the Subscription ends, for a fixed-term Subscription. |
| AB Net Terms | The number of days after invoicing before payment is due. |
| AB Expiration Interval No, AB Expiration Interval Unit | Together set how long a fixed-term Subscription runs, for example "12" and "month". |
| AB Component Pricing Scheme | The pricing model for a Component, for example per-unit, volume, tiered, or stairstep pricing. |
| AB Component Pricing Array | The tiered or volume pricing brackets for a Component's Pricing Scheme, as structured data. |
Related information
For the fields Maxio sends back to Salesforce, see Send Financial Records Field Mapping Reference for Salesforce.
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