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Xero Integration - Kandisa Tech

An easy tool to sync your sales and accounting data with Xero

Overview

Xero Integration by Kandisa offers intuitive integration between Salesforce and Xero allowing one to create & sync invoices, products, manage payment records, and other more handful features. 🗓️ Schedule a demo: https://bit.ly/4iiat4Z

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See How Xero Integration - Kandisa Tech Works

  • EASY XERO INVOICING Take away the extra effort of your sales team by raising Xero Invoice easily in Salesforce which reduces the requirement for duplicate data entry and human data mistakes.

  • TRACK YOUR INVOICES Obtain Salesforce real-time access to the Due, Paid, and Overdue bills for your clients. Manage your customers' payment cycles proactively to get payments sooner.

  • DATA SYNC FOR CONTINUITY AND ACCURACY You always get accurate data across both systems with two-way synchronization between Salesforce and Xero.

  • REPORTS AND DASHBOARDS Informative dashboards and reports that have already been designed for tracking crucial data for businesses.

  • EASY CONFIGURATION With multiple and easy configuration options to make the application to work as per your best fit and need.

  • SCHEDULE A DEMO Visit https://bit.ly/4iiat4Z and schedule an in-depth demo with our team. We will showcase all the features of the app and also answer any questions you might have.

Xero for Salesforce is an extremely effective application for integrating Xero Accounting Software capabilities into Salesforce to streamline your Salesforce and Xero accounting workflow and maintain data accuracy. Our tool is loaded with the below needy features: - Create Xero Invoice from Salesforce - Flexibility to decide on branding for invoices - Realtime Sync and access data in both Xero and Salesforce including customers, invoices, payments, products, etc - Email Xero Invoices directly from Salesforce - Download the Invoice in Salesforce or in your local machine - Payment Management of Invoices - Salesforce and Xero Product Sync Options - Reports & Dashboards - Multiple Configuration options to configure tools as per your needs and like - Easy troubleshooting for admins - Easy data management of Xero Data

Categories

Business Needs
Sales
Integration
Accounting
Industries
Engineering, Construction, & Real Estate
Healthcare & Life Sciences
High Tech
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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