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Integrate Salesforce and Xero with SFX

By Cloud Riverdale Pty Ltd

Instant invoice sync from Salesforce to Xero

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Agriculture & Mining
Financial Services
Business Need
Finance
Integration
Accounting
Requires
Sales Cloud
Service Cloud
Nonprofit Solutions
Compatible With
Sales Cloud
B2B Commerce
Nonprofit Solutions

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.

  • Integrate Salesforce and Xero

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Nonprofit Solutions
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
B2B Commerce
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Requires Xero subscriptions

App Details

Version
SFX/SFX 2.38-Bridge 2.38.0
Listed On
02/09/2017
Latest Release
11/24/2024
Supported 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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 13
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.38.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/28/2024

Additional Details

• 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

Need help?

Cloud Riverdale Pty Ltd

support@riverdalecloud.com.au

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