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TwixRiva - Xero integration with Salesforce

Integrate Xero accounting into the heart of your Salesforce platform

Overview

Meet TwixRiva, the Salesforce - Xero connector integrating Xero accounting into the heart of your Salesforce platform. Integrate all your Xero invoicing, payments, supplier bills and timesheets directly in Salesforce. Start your 30-day free trial today.

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  • XERO INVOICING MADE EASY Create, view and send Xero invoices directly to customers from Salesforce. Drive the financial performance of your customers and projects directly in Salesforce. Create Xero invoices from any custom object in Salesforce.

  • XERO INVOICE STATUS TRACKING Gain real-time visibility in Salesforce for your customers’ Due, Paid and Overdue invoices. Proactively manage your customer payment cycles and get paid faster.

  • DATA SYNC FOR CONSISTENCY AND ACCURACY Two-way synchronisation between Salesforce and Xero gives you reliable data across both platforms every time. Reducing double-handling of vital financial data increases accuracy and saves time.

WANT TO HARNESS THE POWER OF XERO ACCOUNTING INSIDE YOUR SALESFORCE PLATFORM? XERO INTEGRATION IS HERE WITH TWIXRIVA. TwixRiva is a Salesforce native, certified solution that integrates Xero and Salesforce so you can manage all your customer relationships and their accounting needs in one user-friendly place. With simple installation and configuration, you’ll achieve bi-directional dataflow between Xero and Salesforce within minutes. By integrating Xero and Salesforce with TwixRiva, you can: • Access accurate, real-time data in both Xero and Salesforce including invoices, contacts, payments, supplier bills, credits • Create Xero invoices from any Standard or Custom Object in Salesforce • Download and email Xero invoices directly from Salesforce • View Xero invoices and credits on a Salesforce Account • Create Supplier Bills from any Standard or Custom Object in Salesforce • Create Purchase Orders from any Standard or Custom Object in Salesforce • Create timesheets in Salesforce and push to Xero Payroll • Support multi-currency. Experience beautiful dataflow between two powerful platforms. Start your free trial today.

Categories

Business Needs
Finance
Integration
Accounting
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Business User
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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