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Send Financial Records Field Mapping Reference for Salesforce

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Last updated on Aug 28, 2026

This is the complete list of default field mappings applied when you reset a record class to its package defaults. See Configure Send Financial Records for Salesforce for the steps to apply and customize these mappings.

Customers, Contracts, Transactions, Invoices, and Invoice Line Items can map to any field on the corresponding Maxio Platform record, not just the defaults listed below. The Maxio Field column below shows each field's internal name, matching how it appears in the mapping dropdown.

Customers

Maxio fieldDefault Salesforce field
nameName
numberAccountNumber
id (Maxio ID)CHRGFYNG__Maxio_id__c
total_local_arr_amount_at_eom (ARR at end of month)CHRGFYNG__arr_at_end_of_month__c
LocalARRLastEOM (ARR of prior month)CHRGFYNG__arr_of_prior_month__c
total_local_mrr_amount_at_eom (MRR at end of month)CHRGFYNG__mrr_at_end_of_month__c
LocalMRRLastEOM (MRR of prior month)CHRGFYNG__mrr_of_prior_month__c
open_invoice__local_balance (next invoice amount)CHRGFYNG__next_invoice_amount__c
open_invoice__date (next invoice date)CHRGFYNG__next_invoice_date__c
open_invoice__due_date (next invoice due date)CHRGFYNG__next_invoice_due_date__c
open_invoice__get_einvoicing_url (next invoice e-Bill link)CHRGFYNG__next_invoice_hyperlink_e_invoice__c
open_invoice__get_absolute_url (next invoice Maxio link)CHRGFYNG__next_invoice_hyperlink_maxio__c
TotalInvoiceBalanceLastEOMCHRGFYNG__total_invoice_balance_prior_month__c
total_invoice_open_balanceCHRGFYNG__total_invoice_balance__c
chargify_id (Advanced Billing ID)CHRGFYNG__AB_id__c
chargify_url (Advanced Billing link)CHRGFYNG__AB_url__c

Contracts

Maxio fieldDefault Salesforce field
customer__nameCHRGFYNG__customer_name__c
customer__get_absolute_url (Customer Maxio link)CHRGFYNG__customer_maxio_url__c
customer__sf_id (Customer Salesforce ID)CHRGFYNG__customer_salesforce_id__c
customer__sf_owner_id (Customer Salesforce Owner ID)CHRGFYNG__customer_sfdc_owner__c
customer__is_activeCHRGFYNG__customer_status__c
emailCHRGFYNG__contract_email__c
get_absolute_url (Contract Maxio link)CHRGFYNG__contract_maxio_url__c
id (Maxio ID)CHRGFYNG__contract_maxio_id__c
notesCHRGFYNG__contract_notes__c
numberName
qbjobprofile__account_number (Billing Account Number)CHRGFYNG__billing_account_number__c
qbjobprofile__alt_contact (Billing Alt Contact)CHRGFYNG__billing_alt_contact__c
qbjobprofile__alt_phone (Billing Alt Phone)CHRGFYNG__billing_alt_phone__c
qbjobprofile__city (Billing City)CHRGFYNG__billing_city__c
qbjobprofile__company_name (Billing Company Name)CHRGFYNG__billing_company_name__c
qbjobprofile__contact (Billing Contact)CHRGFYNG__billing_contact__c
qbjobprofile__country (Billing Country)CHRGFYNG__billing_country__c
qbjobprofile__payment_terms__name (Billing Default Payment Terms)CHRGFYNG__billing_default_payment_terms__c
qbjobprofile__fax (Billing Fax)CHRGFYNG__billing_fax__c
qbjobprofile__first_name (Billing First Name)CHRGFYNG__billing_first_name__c
qbjobprofile__last_name (Billing Last Name)CHRGFYNG__billing_last_name__c
qbjobprofile__phone (Billing Phone)CHRGFYNG__billing_phone__c
qbjobprofile__resale_number (Billing Business ID Number)CHRGFYNG__billing_resale_number__c
qbjobprofile__sales_rep__name (Billing Sales Rep)CHRGFYNG__billing_sales_rep__c
qbjobprofile__salutation (Billing Salutation)CHRGFYNG__billing_salutation__c
qbjobprofile__state (Billing State/Province)CHRGFYNG__billing_state_province__c
qbjobprofile__zip_code (Billing Zip/Postal Code)CHRGFYNG__billing_zip_postal_code__c
register__currency_code_id (Register Currency Code)CHRGFYNG__register_currency_code__c
BillingStreet (Billing Street)CHRGFYNG__billing_street__c
unbalanced_revenue_exception (Permit Imbalance)CHRGFYNG__contract_permit_imbalance__c

Transaction Groups

Transaction Group default mappings reference fields on the Contract and Customer records that own the group's Transactions:

Maxio fieldDefault Salesforce field
contract__customer__get_absolute_url (Customer Maxio link)CHRGFYNG__customer_url__c
contract__customer__sf_id (Customer Salesforce ID)CHRGFYNG__customer_sfdc_id__c
contract__get_absolute_url (Contract Maxio link)CHRGFYNG__contract_url__c
contract_id (Contract Maxio ID)CHRGFYNG__contract_maxio_id__c
contract__numberCHRGFYNG__contract_number__c
contract__qbjobprofile__account_number (Billing Account Number)CHRGFYNG__billing_account_number__c
contract__qbjobprofile__alt_contact (Billing Alt Contact)CHRGFYNG__billing_alt_contact__c
contract__qbjobprofile__alt_phone (Billing Alt Phone)CHRGFYNG__billing_alt_phone__c
contract__qbjobprofile__city (Billing City)CHRGFYNG__billing_city__c
contract__qbjobprofile__company_name (Billing Company Name)CHRGFYNG__billing_company_name__c
contract__qbjobprofile__contact (Billing Contact)CHRGFYNG__billing_contact__c
contract__qbjobprofile__country (Billing Country)CHRGFYNG__billing_country__c
contract__qbjobprofile__fax (Billing Fax)CHRGFYNG__billing_fax__c
contract__qbjobprofile__first_name (Billing First Name)CHRGFYNG__billing_first_name__c
contract__qbjobprofile__last_name (Billing Last Name)CHRGFYNG__billing_last_name__c
contract__qbjobprofile__payment_terms__name (Billing Default Payment Terms)CHRGFYNG__billing_default_payment_Terms__c
contract__qbjobprofile__phone (Billing Phone)CHRGFYNG__billing_phone__c
contract__qbjobprofile__resale_number (Billing Business ID Number)CHRGFYNG__billing_resale_number__c
contract__qbjobprofile__sales_rep__name (Billing Sales Rep)CHRGFYNG__billing_sales_rep__c
contract__qbjobprofile__salutation (Billing Salutation)CHRGFYNG__billing_salutation__c
contract__qbjobprofile__state (Billing State/Province)CHRGFYNG__billing_state_province__c
contract__qbjobprofile__zip_code (Billing Zip/Postal Code)CHRGFYNG__billing_zip_postal_code__c
contract__sf_id (Contract Salesforce ID)CHRGFYNG__contract_sfdc_id__c
end_dateCHRGFYNG__txs_end_date__c
order_dateCHRGFYNG__txs_order_date__c
sf_opportunity_idCHRGFYNG__txs_sfdc_opp_id__c
BillingStreet (Billing Street)CHRGFYNG__billing_street__c
start_dateCHRGFYNG__txs_start_date__c

Transactions

Maxio fieldDefault Salesforce field
billing_method__nameCHRGFYNG__billing_method__c
cancelledCHRGFYNG__canceled__c
contract__customer__get_absolute_url (Customer Maxio link)CHRGFYNG__customer_maxio_url__c
contract__customer__nameCHRGFYNG__customer_name__c
contract__customer__sf_id (Customer Salesforce ID)CHRGFYNG__customer_salesforce_id__c
contract__customer__sf_owner_id (Customer Salesforce Owner ID)CHRGFYNG__customer_salesforce_owner__c
contract__get_absolute_url (Contract Maxio link)CHRGFYNG__contract_maxio_url__c
contract_id (Contract Maxio ID)CHRGFYNG__contract_maxio_id__c
contract__numberCHRGFYNG__contract_number__c
contract__register__currency_code_idCHRGFYNG__register_currency_code__c
contract__register__nameCHRGFYNG__register_name__c
contract__sf_id (Contract Salesforce ID)CHRGFYNG__contract_salesforce_id__c
different_invoice_item_permittedCHRGFYNG__permit_diff_invoiceitem__c
end_dateCHRGFYNG__end_date__c
flaggedCHRGFYNG__flagged__c
get_absolute_url (Maxio link)CHRGFYNG__maxio_url__c
get_renewal_duration_display (Renewal Duration)CHRGFYNG__renewal_duration__c
id (Maxio ID)CHRGFYNG__maxio_id__c
invoice_descriptionCHRGFYNG__invoice_line_item_desc__c
item_class__name (Transaction Class)CHRGFYNG__class__c
item__code (Item Code)CHRGFYNG__item_code__c
item__name (Item Name)CHRGFYNG__item_name__c
local_amountCHRGFYNG__home_amount__c
local_arr_amountCHRGFYNG__home_arr__c
local_normalized_amount (MRR)CHRGFYNG__home_mrr__c
local_normalized_rate (MRR Rate)CHRGFYNG__home_mrr_rate__c
local_rateCHRGFYNG__rate__c
notesCHRGFYNG__notes__c
numberName
order_dateCHRGFYNG__order_date__c
order_numberCHRGFYNG__order_number__c
Pricebook2Id (Customer Salesforce Price Book ID)CHRGFYNG__customer_salesforce_pb__c
project__nameCHRGFYNG__project__c
project__sf_id (Project Salesforce ID)CHRGFYNG__project_sf_id__c
quantityCHRGFYNG__quantity__c
recognizeCHRGFYNG__recognize__c
renewal_amountCHRGFYNG__renewal_amount__c
renewal_amount_percentageCHRGFYNG__renewal_amount_percentage__c
renewal_amount_valueCHRGFYNG__renewal_amount_value__c
renewal_of_set (Renews)CHRGFYNG__renews__c
renewal_probabilityCHRGFYNG__renewal_probability__c
renewal_quantityCHRGFYNG__renewal_quantity__c
renewed_by_set (Renewed By)CHRGFYNG__renewed_by__c
renew_using_item__name (Renew Using Item)CHRGFYNG__renew_using_item__c
revenue_end_dateCHRGFYNG__revenue_end_date__c
revenue_notesCHRGFYNG__revenue_notes__c
revenue_start_dateCHRGFYNG__revenue_start_date__c
sf_group_id (Transaction Group Salesforce ID)CHRGFYNG__transaction_group__c
sf_opportunity_idCHRGFYNG__salesforce_opp_id__c
sf_opportunity_line_item_idCHRGFYNG__salesforce_opp_product_id__c
start_dateCHRGFYNG__start_date__c
term_numberCHRGFYNG__term_number__c
total_invoice_local_amountCHRGFYNG__home_invoice_amount__c
total_revenue_local_amountCHRGFYNG__home_revenue__c
unbalanced_revenue_exception (Permit Imbalance)CHRGFYNG__permit_imbalance__c
UnitPriceCHRGFYNG__unit_price__c
chargify_subscription_id (Advanced Billing Subscription ID)CHRGFYNG__maxio_subscription_id__c
chargify_subscription_url (Advanced Billing Subscription link)CHRGFYNG__maxio_subscription_url__c

If your Salesforce org uses multi-currency, several Transaction fields map differently. See "Multi-currency default mappings" below.

Invoices

Maxio fieldDefault Salesforce field
local_applied_amountCHRGFYNG__invoice_applied_amount__c
local_balanceCHRGFYNG__invoice_balance__c
billing_cityCHRGFYNG__invoice_billing_city__c
billing_countryCHRGFYNG__invoice_billing_country__c
billing_stateCHRGFYNG__invoice_billing_state_prov__c
BillingStreet (Billing Street)CHRGFYNG__invoice_billing_street__c
billing_zip_codeCHRGFYNG__invoice_billing_zip_postal__c
contract__customer__get_absolute_url (Customer Maxio link)CHRGFYNG__customer_maxio_url__c
contract__customer__sf_id (Customer Salesforce ID)CHRGFYNG__customer_salesforce_id__c
contract__customer__sf_owner_id (Customer Salesforce Owner ID)CHRGFYNG__customer_salesforce_owner__c
contract__get_absolute_url (Contract Maxio link)CHRGFYNG__contract_maxio_url__c
contract__numberCHRGFYNG__contract_number__c
contract__register__currency_code_idCHRGFYNG__register_currency_code__c
contract__sf_id (Contract Salesforce ID)CHRGFYNG__contract_salesforce_id__c
dateCHRGFYNG__invoice_date__c
due_dateCHRGFYNG__invoice_due_date__c
EInvoiceStatus (e-Bill Status)CHRGFYNG__invoice_e_invoice__c
EInvoiceUrl (e-Bill link)CHRGFYNG__invoice_e_invoice_url__c
EInvoiceUrlNoTrack (e-Bill link, no tracking)CHRGFYNG__invoice_e_invoice_url_notrack__c
get_absolute_url (Maxio link)CHRGFYNG__invoice_maxio_url__c
get_type_display (Invoice Type)CHRGFYNG__invoice_type__c
id (Maxio ID)CHRGFYNG__invoice_maxio_id__c
invoice_statusCHRGFYNG__invoice_status__c
local_totalCHRGFYNG__invoice_home_amount__c
latest_collection_note__noteCHRGFYNG__Latest_Collection_Note__c
memoCHRGFYNG__invoice_memo__c
numberName
otherCHRGFYNG__invoice_other__c
po_numberCHRGFYNG__invoice_po_number__c
Pricebook2Id (Customer Salesforce Price Book ID)CHRGFYNG__customer_salesforce_price_bk__c
promise_to_pay_dateCHRGFYNG__promise_to_pay__c
sales_taxCHRGFYNG__invoice_sales_tax__c
sales_tax_percentageCHRGFYNG__invoice_sales_tax_percentage__c
ship_dateCHRGFYNG__invoice_ship_date__c
shipping_cityCHRGFYNG__invoice_shipping_city__c
shipping_countryCHRGFYNG__invoice_shipping_country__c
shipping_stateCHRGFYNG__invoice_shipping_state_prov__c
ShippingStreet (Shipping Street)CHRGFYNG__invoice_shipping_street__c
shipping_zip_codeCHRGFYNG__invoice_shipping_zip_postal__c
subtotalCHRGFYNG__invoice_subtotal__c
chargify_id (Advanced Billing ID)CHRGFYNG__ab_id__c
chargify_url (Advanced Billing link)CHRGFYNG__ab_url__c
chargify_subscription_id (Advanced Billing Subscription ID)CHRGFYNG__maxio_subscription_id__c

Invoice Line Items

Maxio fieldDefault Salesforce field
get_absolute_url (Maxio link)CHRGFYNG__ili_maxio_url__c
id (Maxio ID)CHRGFYNG__ili_maxio_id__c
invoice__contract__customer__get_absolute_url (Customer Maxio link)CHRGFYNG__customer_maxio_url__c
invoice__contract__customer__sf_id (Customer Salesforce ID)CHRGFYNG__customer_sfdc_account__c
invoice__contract__customer__sf_owner_id (Customer Salesforce Owner ID)CHRGFYNG__customer_sfdc_owner__c
invoice__contract__get_absolute_url (Contract Maxio link)CHRGFYNG__contract_maxio_url__c
invoice__contract__numberCHRGFYNG__contract_number__c
invoice__contract__register__currency_code_idCHRGFYNG__register_currency_code__c
invoice__contract__sf_id (Contract Salesforce ID)CHRGFYNG__contract_salesforce_id__c
invoice__dateCHRGFYNG__invoice_date__c
invoice__get_absolute_url (Invoice Maxio link)CHRGFYNG__invoice_url__c
invoice_idCHRGFYNG__invoice_id__c
invoice__sf_id (Invoice Salesforce ID)CHRGFYNG__invoices_maxio_id__c
invoice__chargify_subscription_id (Advanced Billing Subscription ID)CHRGFYNG__maxio_subscription_id__c
item__code (Item Code)CHRGFYNG__item_code__c
item__name (Item Name)CHRGFYNG__item_name__c
local_amountCHRGFYNG__ili_home_amount__c
notesCHRGFYNG__ili_description__c
numberName
Pricebook2Id (Customer Salesforce Price Book ID)CHRGFYNG__customer_sfdc_price_book__c
quantityCHRGFYNG__ili_quantity__c
transaction__id (Transaction Maxio ID)CHRGFYNG__transaction_maxio_id__c
transaction__sf_group_id (Transaction Group Salesforce ID)CHRGFYNG__transaction_sfdc_group__c
transaction__sf_id (Transaction Salesforce ID)CHRGFYNG__transaction_salesforce_txid__c
transaction__sf_opportunity_idCHRGFYNG__transaction_sfdc_opportunity__c
transaction__project__sf_id (Project Salesforce ID)CHRGFYNG__project_sf_id__c
UnitPriceCHRGFYNG__ili_unit_price__c

Payments

Maxio fieldDefault Salesforce field
typeCHRGFYNG__Type__c
statusCHRGFYNG__Status__c
contract__sf_id (Contract Salesforce ID)CHRGFYNG__Contract__c
customer__sf_id (Customer Salesforce ID)CHRGFYNG__Customer__c
failure_codeCHRGFYNG__Failure_Code__c
failure_messageCHRGFYNG__Failure_Message__c
funding_nameCHRGFYNG__Funding_Name__c
chargify_id (Advanced Billing ID)CHRGFYNG__Advanced_Billing_Id__c
gatewayCHRGFYNG__Gateway__c
gateway_transaction_idCHRGFYNG__Gateway_Transaction_Id__c
refund_of__sf_id (Refund Of Salesforce ID)CHRGFYNG__Refund_Of__c
linked_object_typeCHRGFYNG__Linked_Object_Type__c
linked_original_object_idCHRGFYNG__Linked_Original_Object_Id__c
source_systemCHRGFYNG__Source_System__c
source_idCHRGFYNG__Source_Id__c
source_createdCHRGFYNG__Source_Created__c
source_modifiedCHRGFYNG__Source_Modified__c
dateCHRGFYNG__Date__c
effective_currency_codeCHRGFYNG__Currency_Code__c
effective_local_amountCHRGFYNG__Local_Amount__c
numberCHRGFYNG__Maxio_Number__c
reference_numberCHRGFYNG__Reference_Number__c
descriptionCHRGFYNG__Description__c
syncCHRGFYNG__Sync__c
maxio_idCHRGFYNG__Maxio_Id__c
id (internal ID)CHRGFYNG__Internal_Id__c

Payment Lines

Maxio fieldDefault Salesforce field
payment__sf_id (Payment Salesforce ID)CHRGFYNG__Payment__c
local_amountCHRGFYNG__Local_Amount__c
invoice__sf_id (Invoice Salesforce ID)CHRGFYNG__Invoice__c
chargify_id (Advanced Billing ID)CHRGFYNG__Advanced_Billing_Id__c
id (internal ID)CHRGFYNG__Internal_Id__c

Projects

Projects, Milestones, and Triggers are only shown if Maxio's Projects feature is enabled for your account.

Maxio fieldDefault Salesforce field
get_absolute_url (Maxio link)CHRGFYNG__project_url__c
customer_sf_id (Customer Salesforce ID)CHRGFYNG__customer_salesforce_id__c
deferred_revenueCHRGFYNG__deferred_revenue__c
eom_ili_total (Invoiced)CHRGFYNG__invoiced__c
nameName
project_template_nameCHRGFYNG__project_template__c
eom_recognized_revenueCHRGFYNG__recognized_revenue__c
contract_sf_id (Contract Salesforce ID)CHRGFYNG__contract_salesforce_id__c
id (Maxio ID)CHRGFYNG__project_id__c
start_dateCHRGFYNG__start_date__c
project_status (Status)CHRGFYNG__status__c
ili_total (Total Invoice Line Items Scheduled)CHRGFYNG__total_invoice_line_items_scheduled__c
revenue_total (Total Revenue Scheduled)CHRGFYNG__total_revenue_scheduled__c
tx_total (Total Transactions)CHRGFYNG__total_transactions__c
unbilled_ar (Unbilled AR)CHRGFYNG__unbilled_ar__c
eom_unrecognized_revenue (Unrecognized Revenue Balance)CHRGFYNG__unrecognized_revenue_balance__c

Project Milestones

Maxio fieldDefault Salesforce field
completion_dateCHRGFYNG__completion_date__c
due_dateCHRGFYNG__due_date__c
nameName
project__sf_id (Project Salesforce ID)CHRGFYNG__project_sf_id__c
id (Maxio ID)CHRGFYNG__project_milestone_id__c

Project Milestone Triggers

The Maxio internal ID for a trigger maps twice: once to Salesforce's own Name field (which must be non-empty and unique), and again to a dedicated field with a more meaningful name.

Maxio fieldDefault Salesforce field
milestone__sf_id (Milestone Salesforce ID)CHRGFYNG__project_milestone_sf_id__c
id (internal ID)Name
id (internal ID)CHRGFYNG__project_milestone_trigger_id__c
descriptionCHRGFYNG__description__c

Multi-currency default mappings

If your Salesforce org uses multi-currency, some Transaction, Invoice, and Invoice Line Item mappings change, and Payments gains one additional field.

Transaction changes:

Maxio fieldDefault Salesforce field
local_amountCHRGFYNG__local_amount__c
local_arr_amountCHRGFYNG__local_arr__c
local_normalized_amount (MRR)CHRGFYNG__local_mrr__c
local_normalized_rate (MRR Rate)CHRGFYNG__local_mrr_rate__c
local_rateCHRGFYNG__local_rate__c
total_invoice_local_amountCHRGFYNG__local_invoice_amount__c
total_revenue_local_amountCHRGFYNG__local_revenue_amount__c
foreign_exchange_rateCHRGFYNG__fx_rate__c
home_amountCHRGFYNG__home_amount__c
home_arr_amountCHRGFYNG__home_arr__c
home_normalized_amount (Home MRR)CHRGFYNG__home_mrr__c
home_normalized_rate (Home MRR Rate)CHRGFYNG__home_mrr_rate__c
home_rateCHRGFYNG__home_rate__c
total_invoice_home_amountCHRGFYNG__home_invoice_amount__c
total_revenue_home_amountCHRGFYNG__home_revenue__c

Invoice changes:

Maxio fieldDefault Salesforce field
local_totalCHRGFYNG__invoice_local_amount__c
foreign_exchange_rateCHRGFYNG__invoice_fx_rate__c
home_totalCHRGFYNG__invoice_home_amount__c

Invoice Line Item changes:

Maxio fieldDefault Salesforce field
local_amountCHRGFYNG__ili_local_amount__c
home_amountCHRGFYNG__ili_home_amount__c

Payment addition:

Maxio fieldDefault Salesforce field
foreign_exchange_rateCHRGFYNG__Foreign_Exchange_Rate__c

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