TwoCanConnect - Integrate Salesforce and Xero

Explainer Video

TwoCanConnect for Xero and Salesforce

Configuration / Admin Tab

Robust Custom Field Mapping

Importing Xero Items to Salesforce Products

Matching existing Xero Contacts to Salesforce Accounts (or creating new Accounts)

Create New Invoice from Opportunity - Contact Select / Create Screen

Create New Invoice from Opportunity - New Contact Creation Screen

Invoice Creation Screen from an Opportuntity

Created & Synced Invoice Record

Downloading and Storing a copy of the invoice in Salesforce for distribution.

Summary fields at the Salesforce Account level allows account-based rules and reporting

$1,966 AUD per company per year

Discounts available for nonprofits

Rating

(6)

Listed On

3/11/2019

Latest Release

4/9/2020

Two way syncing of your Xero data with Salesforce

TwoCanConnect for Xero will allow you to create invoices from Salesforce and sync them into Xero for payment. Sync Customers, Suppliers, Invoices, Items, Payments and more from Xero to Salesforce including historical data sync and account matching.