Xero Salesforce Integration

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 CRM Custom object.

>  A PDF format of Invoice created and stored in Salesforce®

>  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®

>  Online Payments (Partial / full) will be recorded both in Salesforce® and Xero

eWay Payment Gateway connector included making it easy to process payments

>  Synchronise Xero contacts with Salesforce.com CRM 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® CRM

Charts & Reports

>  On Overdue Accounts

>  Monthly Receivables with Totals