Integrate Salesforce and Xero with SFX

Salesforce and Xero Connector: A solution that will reduce time, creating a invoice from opportunity or without opportunity, integrated payment gateway (eWAY), instant sync with Xero, Multi Org, Multi-Currency, Auto Invoice using Process builder.

1 of 7

• Create Invoice from custom object(s) or from Opportunity object • Invoice/Bill/Credit Note automatically created in Xero as draft. • Auto create Invoice using Process Builder. • Multi Xero Org Integration • Multi-Currency • A PDF format of Invoice created and stored in salesforce.com • Option to select Invoice branding. • Option to email Invoice • Email task recorded as Task in salesforce.com • Approve Invoice option of Xero directly managed within Salesforce.com • Integrated eWAY Payment gateway • Online Payments (Partial / full) recorded both in Salesforce.com and Xero • Reports & Dashboards Customisable to any business processes within Salesforce System requirements: • Salesforce.com • Xero • eWAY Payment Gateway Benefits • 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