XERO Integration with Salesforce
Xero for Salesforce is an extremely effective application for integrating Xero Accounting Software capabilities into Salesforce to streamline your Salesforce and Xero accounting workflow and maintain data accuracy. Our tool is loaded with the below needy features:
- Create Xero Invoice from Salesforce
- Flexibility to decide on branding for invoices
- Realtime Sync and access data in both Xero and Salesforce including customers, invoices, payments, products, etc
- Email Xero Invoices directly from Salesforce
- Download the Invoice in Salesforce or in your local machine
- Payment Management of Invoices
- Salesforce and Xero Product Sync Options
- Reports & Dashboards
- Multiple Configuration options to configure tools as per your needs and like
- Easy troubleshooting for admins
- Easy data management of Xero Data