In this evolutionary digital era, where data is the currency and efficiency is paramount, the integration of disparate systems has become a strategic imperative.  Businesses are dependent on countless applications and tools to perform their operations professionally and proficiently.  Hence, it is important for businesses to have innovative solutions to stay ahead of the curve.

The SFX Connector App stands at the forefront of this integration revolution, seamlessly uniting two juggernauts of the corporate world – Salesforce and Xero.  The integration is seamless, the productivity soars, and the customer experience is unforgettable.  The SFX App unlocks the full potential of your Salesforce and Xero platforms and helps you embrace a new era of efficiency and growth.

Have you started a small business recently?

Do you have a large corporation that deals with multiple currencies?

Are you confused between Salesforce and Xero?

Not using Salesforce or Xero yet?

No problem. We can help.

Let’s understand what Salesforce and Xero actually are

Salesforce is a leading platform in the realm of Customer Relationship Management (CRM).  Salesforce offers an array of powerful tools and features that empowers businesses to connect, develop, understand, preserve, and engage with their customers on an unprecedented scale, driving sales and progression.  It empowers organisations to understand their customers better, personalise interactions, and improve overall customer experience.  Its ability to centralise customer information and facilitate collaboration within sales, marketing, and customer service teams makes it a cornerstone of modern businesses.

From lead and opportunity management to sales forecasting, marketing automation and customer support, Salesforce serves as the digital nucleus that drives revenue, fosters loyalty, and propels business growth.

Xero, on the other hand, is a leading cloud-based accounting software.  Simplifying tasks such as invoicing, expense tracking, bank reconciliations, and reporting has made it widely popular and the go-to accounting solution for businesses of all sizes across various industries worldwide.  It has gained significant power and has a large user base due to its accessibility, user-friendly interface, real-time insights, and robust features.  In short, Xero is the Future of Accounting.

Let’s take a look at some of the factors that highlight its popularity and worldwide use:

• Globally, Xero is used in over 180 countries. It supports multiple languages and currencies, making it suitable for diverse businesses worldwide.
• Xero reported over 2.74 million subscribers globally on its platform. This significant user base showcases its widespread adoption by businesses in various industries.
• Xero offers industry-specific features and integrations. These features cater to the unique needs of different sectors.  Whether it is retail, construction, healthcare, hospitality, or professional services, Xero provides tailored solutions for businesses across diverse industries.
• Xero has built strategic partnerships with banks, fintech companies, and other software providers. These partnerships enhance its appeal across industries as it integrates seamlessly with many third-party applications and services, providing a holistic solution for businesses.
• Xero is a cloud-based software. Xero provides ease of access, real-time data, and collaboration capabilities.   Hence, allowing businesses to access their financial data from anywhere, anytime.  Thus becoming a crucial requirement for modern operations.
• Xero is fast in innovation and updates. Xero continually introduces new features and improvements based on customer feedback and market trends.  This commitment to innovation helps businesses stay up-to-date with the latest accounting practices and regulations.

The SFX Connector App – The magic of what it does

At the intersection of Salesforce and Xero, the SFX Connector App offers a symphony of integration magic.  This ground-breaking app bridges the gap between customer relationship management and financial management, reshaping how businesses operate and interact.

The new and advanced version of the SFX Connector App provides:

• Instantaneous two-way sync (manual and auto)
• Synchronised invoices, bills, and credit notes
• Synchronised Xero contacts
• Synchronised historical invoices
• Batch invoicing
• Multi-Org Connect
• Multi-Currency Option and Support
• Setting up of account codes
• Create multiple invoices based on line items in a single object

How It Does It

• The SFX Connector App orchestrates a seamless dance of data synchronisation between Salesforce and Xero. Customer information, invoices, payments, and financial details harmoniously flow between the two platforms, eliminating data silos and promoting a unified view of crucial business insights.
• In a world that values every moment, the SFX Connector App shines by automating repetitive tasks. Imagine a sales opportunity in Salesforce seamlessly triggering an invoice creation in Xero, with payment statuses updated in real-time – a transformative workflow that liberates time, minimises errors, and accelerates operations.
• Informed decisions are the bedrock of success. The SFX Connector App empowers businesses by providing real-time insights into financial data within Salesforce.  This empowers sales and customer service teams to tailor their strategies, nurturing relationships based on up-to-the-minute payment statuses and outstanding invoices.
• In the realm of finance, precision is non-negotiable. Manual data entry invites errors, but the SFX Connector App safeguards against this by ensuring accurate data transfer.  Compliance becomes a natural by-product, easing the burden of adherence to accounting and financial regulations.
• Recognising that businesses are as unique as fingerprints, the SFX Connector App boasts customisable mapping of data fields between Salesforce and Xero. This flexibility accommodates specific business needs, empowering organisations to shape the integration to align with their distinct processes.