A client is managing/maintaining customer information as well as opportunities in Salesforce. Invoicing is being sent out using Xero instead. The client is having difficulties to ensure information across Salesforce is in sync in Xero rather than to maintain both instances manually.
|Purpose||To establish synchronization between Salesforce instance and Xero where opportunities and contacts in Salesforce can be easily synced into Xero.|
|Tool||RIO Salesforce-Xero Sync|
|Information||Salesforce Account (Xero Billing Contact) > Xero Contact
Salesforce Opportunity > Xero Invoice
Salesforce Opportunity’s Account (Xero Billing Contact) > Xero Contact
Xero Invoice PDF > Salesforce Opportunity’s attachment
|Process||When the “Sync to Xero” button is clicked in an Account screen the Account and Xero Billing Contact data and synchronised to Xero.
When the “Sync to Xero” button is clicked in an Opportunity the Opportunity, related Account and Xero Billing Contact data are all synchronised to Xero.