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TwoCanConnect - Integrate Salesforce and Xero
Two way syncing of your Xero data with Salesforce
- Business Need
- FinanceIntegrationAccounting
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
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.
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Showing 10 of 11 Reviews
Start to finish = Superb
Great product, support and people. Highly recommend. Take the drive and move. These people make it easy and stress free. A*
Excellent
Excellent product. We completed the setup and had all of our invoices in Salesforce within 10 minutes. If you need support, the team respond quickly and accurately. The configuration/setup area is a work of art, and the pre-installed Reports & Dashboards are really helpful.
Great product and service
I was choosing between xero integration options and decided to go with TCC given price (reasonable compared to the more expensive one given the features included) and Jimmy's attitude. It was easy to set up and customer service responded quickly. 9 weeks in and no issues. Love two way sync especially syncing historical data.
Not worth it
Very poor communication. Very cumbersome and clunky to use and once they had my payment they werent too interested in helping us learn how to use it. I told them I needed something easy for staff to use but this was NOT easy to use. Feel like I got ripped off. Wouldnt recommend these guys for Xero intergration. Maybe we were too small an account to give to much attention too?
A great Xero + Salesforce connector
TwoCanConnect provides a great solution to connect Xero and Salesforce environments. The video tutorials are really helpful, and the process of setting everything up is straightforward. Syncing Xero invoices with Salesforce Opportunities/Accounts works perfectly, and the interface to send invoices from Salesforce is nice too.
Great Service & feature rich product for an affordable price.
Jimmy provided excellent assistance during the setup period. Product is a great balance between price and feature set.
Excellent solution to connect XERO to Salesforce
We've been so satisfied with this app and it's making our life much easier by connecting XERO to Salesforce. The customer support has been excellent and so much helpful. They give you step-by-step guide when installing this app to ensure that it works perfectly as needed!
Great solution!
This has been a great solution for us to connect Xero into Salesforce. Integration was a breeze with the expertise of Jimmy from Sol business. It runs smoothly and effectively. It reads an exceptional amount of data and places in Salesforce where needed. Highly recommend!
Xero to Salesforce Integration App we'd been searching for with excellent customer service
All we were after was an App that allowed for 1-way integration from Xero to Salesforce so we could use real-time invoice data to generate invaluable reports for our Sales Team to view within Accounts. TwoCanConnect was one of many Integrations options suggested by our Developer & very happy we decided to go with them in the end! Jimmy, Director from TwoCanConnect was prompt answering questions, helped set up the trial version in our Sandbox so we could really test the integration. Once we were happy he then helped again to make sure everything was running smoothly when we put it into Production. TwoCanConnect is easy to setup & use, no-nonsense integration between Xero & Salesforce and will be invaluable in helping grow our business. Worth every dollar!
Fantastic Solution and Excellent Service
Our company faced a challenge of having separated and inefficient systems. We were referred to Jimmy at SOL Business Solutions, who was easy to deal with and got everything up and running very quickly. This application allows us to access information quickly, greatly improving our processes. We would highly recommend this to anyone who wants to have instant access to accounting data in salesforce!
Hey Colin, The last time we heard from you was in May, 2022 where you forgot to do the Account Matching Step and therefore couldn't see the invoices. Even when you mentioned that, I created a personal loom video instructing you on how exactly to use the system. When did you last try and make contact with us suggesting that you had issues with the platform? We have a dedicated support portal & support team but you have never logged a case with us suggesting that there were issues or that you were not happy with the platform. We are more than happy to help via the support channel or direct with any issues you may have once we are made aware of them. We can not help you if you don't make us aware of an issue or problem. The only thing we are aware you wanted was TCC to custom update other custom objects outside of your integration, which we also quoted you on building but never went ahead with.