Xero integration
Topics on Xero integration
-
Xero Integration Overview
1. Salesforce to Xero integration points The Trialing or Purchasing Payments2Us X ...
-
Xero License Key
1. Obtaining a License Key You can see the pricing for Xero Integration at: https ...
-
Xero Setup/Installation
1. Setup/Installation Overview The Payments2Us Xero module uses standard Salesfor ...
-
Xero Data Migration - Before the first Sync
1. Before the first sync overview This procedure is applicable if you have Accoun ...
-
Connecting Xero to Salesforce
This procedure will connect Salesforce to Xero. Before starting you will need to: ...
-
Sync Contacts with Xero
1. Mark Account for Xero Contact Sync The Account needs to be marked for Xero Syn ...
-
Entering and Synchronising Xero Invoices
Entering and synchronising Xero Credit Notes feature is available from Version 9. ...
-
Entering and Synchronising Xero Credit Notes
Entering and synchronising Xero Credit Notes feature is available from Version 9. ...
-
Sync Xero Payments to Salesforce
1. Record Payments in Xero Record all your payments in Xero. 2. Start Sync Invoic ...
-
Xero Journal Summarisation
Xero Journal Summarisation requires a Xero or Split Payments License key. Please ...
-
Automatically Create Xero Invoice/Credit Note and Line Items
This section is for advance admins who can use the Salesforce flow to create the ...
-
Sync Payments to Xero
Sync Payments to Xero This feature will be available in a version 10.0 of Payment ...