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Get Sales Orders Field Mapping Glossary for Salesforce

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Last updated on Aug 28, 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.

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 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.

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