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Xero Integration Checklist

  1. Install Payments2Us
  2. Create Samples
  3. Edit Merchant Facility and update license Options to include Xero 01. Contact Payments2us Support for License Key
  4. Create a new Xero Settings record
  5. Press Connect to Xero and authenicate against Xero (Can initially setup to Demo Company, then later on reconnect to Production)
  6. Load Meta Data
  7. Edit Account Page Layout to have a section for Xero fields, add Xero fields to Page Layout, add buttons for Sync to Xero
  8. Copy Xero Contact Ids for Accounts that exist already in Salesforce and Xero over to Salesforce
  9. Create Flow to create/update Xero Invoice and Xero Invoice Items in Salesforce. E.g. When an Opportunity is marked as closed one, create Xero Invoices.
  10. If required create custom Flow to do updates when Payment is received for a Xero Invoice.
  11. Start Xero Sync Processor

Updated at July 27th, 2024

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