Start with a right Xero – Salesforce CRM Connector
A right app that can help you connect Salesforce®, Xero and Payment gateway. Helps track Sales & Invoices with payments and accounting entries.
SFX connector features
Connects Salesforce.com CRM with Xero Accounting and Payment Gateway
NO DUPLICATION
Invoice / Payments automatically created in Xero, with instant Sync.
EASY TO CUSTOMIZE
Easy to customise within Salesforce®, and super easy install & configure.
VISIBILITY
on every Payment transactions in Xero & Salesforce®, including declines & refunds.
Automated
Never think about syncing, we do it for you in real-time from Salesforce® to Xero and vice versa *
A solution that will reduce time, creating an invoice from opportunity or an Invoice from custom object. instant sync with Xero. Want to automate further use Process builder to auto create an Invoice.
What does SFX do?
- Connect to multiple Xero orgs
- Use multiple currencies
- Create Invoice / Bills / Credit Notes and Pre-payments
- Two-way sync
- Automate your transaction
- View payment status in Salesforce and many more
Visibility
Visibility on every Invoice and Payment Transactions in Xero and Salesforce. Including declined and refunds. Instant sync to XeroWhat more track your prepayments and reconcile your invoices with a prepayment transaction.
SFX makes it simple
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.
Testimonials
Deano Rogers
API – SFX
I went through the process of comparing Zapier (does not do line items), Breadwinner, Tray, Automate,OneSaas, Commercient, Workato, … and basically the cost of the others was prohibitive – it was cheaper to pay someone than use the tools.
Riverdale SFX understand that SME need these tools and are willing to some bespoke work to support the flows. Everyone else just want to sell out of the box solutions or charge over the top to tweak the solutions. The tool actually makes sense to map code structure and processes in Salesforce and Xero.
George ARDELEAN
Excelent Customer Service
DO YOU MANUALLY CREATE INVOICES? DO YOU USE XERO? YOU NEED SFX!
As a small business owner focusing on sales, I was looking and tested multiple app looking for something that will automate invoice creating.
Because our business model isn’t something out of the box, we were unable to pick something and we needed many changes but none of the previous apps were able and willing to do it for us.
And we said we will try SFX. After installing it, we did not understood much so we uninstalled it immediately. A few days later we received an email and we were asked WHY?
Well, the answer was simple. We don’t understand it! So they started to get involved.
After installing it we had Sandeep with us all the way, building all the configuration we needed and the result now is:
– a process builder will create the invoice automatically and send it to Xero in Draft where billing team can approve it
– everything is being taken from the opportunity and no manual work needed. Not even a click.
– as we require payment upfront for the work, once invoice is paid, the system will create a case and assigned it to relevant team.
I completely recommend the app. You can completely rely on SFX, Sandeep and the rest of the team.
Many thanks.
Get started today
