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Connect Salesforce with Xero - Automate your Invoicing

Create invoices, track payment status and keep tabs on your finances easily

Overview

Create invoices and sync your Xero Accounting information to get a complete view of your finances.

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  • Automatically sync and create Xero invoices, purchase orders, bills and much.

  • Create contacts, invoices, purchase orders and bills from any Salesforce Object

  • View and report on Xero data from Salesforce

Once you install the Xero Integration App by Cloudtal, you will be able to: - Create Xero invoices from any Salesforce Object - One-click download and email invoices directly from Salesforce - Track invoice status (Paid, Overdue, Due) - Automatically generate Xero Invoices using Salesforce automation - Sync Accounts, Contacts, Invoices, Purchase Orders, Bills and more - See all historical Xero invoices in Salesforce

Categories

Business Needs
Sales
Productivity
Accounting
Personas
Business User
Sales Representative / Manager
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

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