SFX Salesforce Xero Connector
Automates your business: A solution that will reduce time, creating a lead, generating your invoice, following up payment reminders, updating your accounting application – Xero. Key Benefits of the Connection Example use cases of Salesforce Xero integration are:
- Generate invoice from an opportunity in Salesforce, Invoice automatically created in Xero as draft.
- Invoice details synced to Salesforce.com Custom object.
- A PDF format of Invoice created and stored in salesforce.com
- PDF invoice email automation (auto/manual) to customer, Email task recorded as Task in salesforce.com
- PDF Invoice contains a Payment link for online payments.
- Approve Invoice options of Xero can be directly managed within Salesforce.com
- Online Payments (Partial / full) will be recorded both in Salesforce.com and Xero
- eWay Payment Gateway connector included making it easy to process payments
- Synchronise Xero contacts with Salesforce.com accounts.
- Reports & Dashboards
- Automate Invoicing
- Chasing the Invoice – Sending Reminders
- Saves your time and your staff’s time – get
- View up-to-date Invoices in Xero & Salesforce
- Invoices paid and unpaid – Account wise
- Create Invoice in Salesforce
- Email Invoice to Client from Salesforce
- Automatically Update Xero
- Integrate Payment Gateway on Invoice
- Update Payment details in Xero & Salesforce
Charts & Reports
- On Overdue Accounts
- Monthly Receivables with Totals
What We Offer
- Salesforce.com Implementation
- Salesforce.com Customization Services
- Salesforce Integration & Migration
- Salesforce Administration & Remote Support
+61 (02) 8003 7156
Or Email to Our Customer Support
Call us anytime. 24/7/365. We are always here to help!