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Xero Connect
Automatically update Salesforce with live Xero Accounting data. TechKasetti for Xero offers a robust two-way integration solution that intuitively connects Xero and Salesforce. Businesses can streamline their processes and work in real-time using TechKasetti’s advanced technology. Built on Force.com platform, TechKasetti’s out-of-the-box solution can be installed and configured in minutes. True bidirectional sync ensures your teams can access real-time Xero data in Salesforce.
TECHKASETTI XERO INTEGRATION KEY FEATURES:
- Salesforce Platform Events framework for seamless integration.
- Webhook capture service for Contact, Invoice, and Billing Subscription records in Xero.
- Custom Metadata for field mapping of Salesforce Account with Xero Contact and Salesforce Opportunity/Line Item with Xero Invoice/Line Item.
- Xero Contact Component for easy contact creation.
- Xero Invoice Creation Component with the ability to edit line items, set invoice due date and remove opportunity line items.
- Xero Invoice Detail Component on the Salesforce Record detail page for viewing Invoice Status and downloading PDF Invoice.
- Audit Trail Object in SF to capture events from Xero to SF via Webhooks of object in scope and their record status in SF.
- Option to resend Opportunity and Opportunity Line Items to Xero on any Integration error with error message details.
- Default Email from SF on approval of Opportunity/Invoice and template for Invoice Generation.
Allow your sales team to raise Xero invoices in Salesforce & track invoice status i.e., overdue, due, and paid. TechKasetti enables your billing process to perform more efficiently while reducing time to payment.
Eliminate the need for double data entry and reduce manual data errors. Provide staff with access to time-sensitive payment information. With TechKasetti for Xero, you can reduce hidden salary costs, avoid delays, and increase ROI.
Empower your team by providing them with valuable insight into the customer’s overall financial health. Make better decisions based on accurate data using TechKasetti’s dynamic dashboard and reporting features.
TechKasetti for Xero is the leading Salesforce and Xero integration trusted by Salesforce professionals. Our mission is to empower businesses across all industries by streamlining their sales and finance data and aligning their teams, allowing for increased productivity and growth optimization.