Salesforce – Xero (SFX) Connector is a solution that allows instant invoice sync between Salesforce and Xero. This solution meets the day-to-day business needs and supports in providing exemplary service to clients.
We have developed this document to assist respective business work seamlessly between Salesforce and Xero to create invoices, bills and credit notes. We attempt to update this document on a regular basis, for more information please visit sfxconnect.com.
1. What is SFX?
SFX is a connector that allows instant invoice sync between Salesforce and Xero offering a range of functionality that will set your business for the future.
The many benefits include real time synchronisation of invoices, bills and credit notes erasing duplication of tasks thus increasing operational efficiency.
SFX is a connector that allows instant invoice sync between Salesforce and Xero offering a range of functionality that will set your business for the future. The many benefits include real time synchronisation of invoices, bills and credit notes erasing duplication of tasks thus increasing operational efficiency.
2. Where are we heading from here?
Over the coming months, our project team is working on developing enhanced features that will be implemented in phases over 2021. More information at every stage on the progress made will be updated in the upcoming versions.
Over the coming months, our project team is working on developing enhanced features that will be implemented in phases over 2021. More information at every stage on the progress made will be updated in the upcoming versions.
3. Will other systems be impacted when SFX is installed?
Installing SFX will not have any impact on any other systems you use. In order to make you comfortable on how to use SFX a demo session can be arranged upon request.
Installing SFX will not have any impact on any other systems you use. In order to make you comfortable on how to use SFX a demo session can be arranged upon request.
4. Will my access change?
SFX will not change your access as part of the installation. Permission and rights to grant access will continue to be held by the administrator as per the role you fulfil.
SFX will not change your access as part of the installation. Permission and rights to grant access will continue to be held by the administrator as per the role you fulfil.
5. When will I be able to use SFX
As part of the initial setup process, upon installing SFX and connecting to XERO you will be able to use SFX straight away. If you require assistance during the setup process contact the SFX support team.
As part of the initial setup process, upon installing SFX and connecting to XERO you will be able to use SFX straight away. If you require assistance during the setup process contact the SFX support team.
6. When will invoicing from Xero move over to Salesforce
This is available in SFX advanced and SFX enterprise versions. The sync from Xero to Salesforce is scheduled every 15 minutes.
Not available with Free and SFX basic editions
This is available in SFX advanced and SFX enterprise versions. The sync from Xero to Salesforce is scheduled every 15 minutes. Not available with Free and SFX basic editions
7. When will invoices from Salesforce sync over to Xero
Invoices created in Salesforce are synced on real-time instantly
Invoices created in Salesforce are synced on real-time instantly
8. Will Account and Contacts from Salesforce sync with xero Customers
Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created.
You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload data in salesforce.
Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created. You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload data in salesforce.
9. Will products from Salesforce sync with Xero products
This feature is unavailable at the moment.
This feature is unavailable at the moment.
10. Will custom fields from Xero sync with Salesforce
This feature is unavailable at the moment.
This feature is unavailable at the moment.
11. Can I generate invoice from a custom object
Yes, Invoice can be generated from any custom objects in salesforce
Yes, Invoice can be generated from any custom objects in salesforce
12. Can I generate Invoice from multiple Custom objects
Yes, Invoice can be generated from two custom objects in salesforce. One holding the Invoice header items and the other holding Invoice line items.
Yes, Invoice can be generated from two custom objects in salesforce. One holding the Invoice header items and the other holding Invoice line items.
13. Can I generate Invoice from Standard object other than Opportunity
Yes, Invoice can be generated from any other standard objects in salesforce
Yes, Invoice can be generated from any other standard objects in salesforce
14. Can I automate Invoice generation
Yes, you can automate Invoice generation using Process builder
Yes, you can automate Invoice generation using Process builder
15. Can I automate Invoice generation from a custom object
Yes, you can automate Invoice generation using Process builder on a custom object.
Yes, you can automate Invoice generation using Process builder on a custom object.
16. Will all my historical invoices be synchronised with Salesforce from Xero? Will any manual entry be required?
Yes you can sync all historical invoices created in Xero. In the process of syncing, you will have to map the customers incase they do not existing in Salesforce.
Yes you can sync all historical invoices created in Xero. In the process of syncing, you will have to map the customers incase they do not existing in Salesforce.
17. Will my Invoice templates change when I sync into SFX
No, Xero invoice template is used to generate invoice within Salesforce
No, Xero invoice template is used to generate invoice within Salesforce
18. Can I change the Invoice template
Yes, you can change Invoice in Xero
Yes, you can change Invoice in Xero
19. Is two sync available
Yes two way sync is available in SFX advanced and SFX enterprise only. Not available in SFX free and SFX basic edition.
Yes two way sync is available in SFX advanced and SFX enterprise only. Not available in SFX free and SFX basic edition.
20. What doesn’t your integration do?
SFX connects salesforce CRM to Xero. Synchronizes Invoices / bills / credit notes created in Salesforce with Xero avoiding duplication
SFX connects salesforce CRM to Xero. Synchronizes Invoices / bills / credit notes created in Salesforce with Xero avoiding duplication
21. When and how does data sync occur?
Upon creating invoice in Salesforce, the data is immediately synced with Xero automatically on real time
Upon creating invoice in Salesforce, the data is immediately synced with Xero automatically on real time
22. What happens to my existing invoice in Xero, can I sync with Salesforce?
Yes you can sync all historical invoices created in Xero
Yes you can sync all historical invoices created in Xero
23. How will I be trained on SFX
Upon request training session for an hour will be scheduled. The training will run you through the steps on how to use SFX so that you are comfortable on using the app.
Upon request training session for an hour will be scheduled. The training will run you through the steps on how to use SFX so that you are comfortable on using the app.
24. What support will I receive for SFX
We have developed a support team to answer queries. You can contact the support team via email at support@riverdalecloud.com.au
We have developed a support team to answer queries. You can contact the support team via email at support@riverdalecloud.com.au
25. Granting salesforce log-in access to SFX team
26. How do I cancel SFX account
Payment
Payment
27. When do I pay for the additional invoices/bills/credit notes generated
An invoice for the additional transactions will be raised for the calendar month, invoices are due in 15 days.
An invoice for the additional transactions will be raised for the calendar month, invoices are due in 15 days.
28. How do I change the card details
You can change the card details by submitting a request to the support team, the support team will then send a new setup instruction to change the card while the existing card details will be cancelled upon signing up with the new card.
You can change the card details by submitting a request to the support team, the support team will then send a new setup instruction to change the card while the existing card details will be cancelled upon signing up with the new card.
29. How do I disconnect from Xero
Go to SFX setup page in Salesforce to disconnect from Xero
Go to SFX setup page in Salesforce to disconnect from Xero
