Carry The One for Salesforce

CRM

A robust and flexible integration for pro and enterprise Salesforce accounts, importing opportunities as accounts receivable invoices.

A robust and flexible integration for pro and enterprise Salesforce accounts, importing opportunities as accounts receivable invoices.

View integration details

About Carry The One for Salesforce

This integration is for Salesforce Professional Edition (or above) users who want to save hours of data entry and put the time to better use. Import Opportunities, Customers* and Items* from Salesforce into your Xero accounts. This integration has been developed and refined over many years to bring outstanding reliability and flexibility.
(*Imported on-the-fly with opportunities)

Carry The One for Salesforce + Xero

The integration will import your Salesforce opportunities as accounts receivable invoices in Xero, creating new or matching existing contacts and creating invoice payments and items according to your requirements. For a more comprehensive list of features, please see the features URL.

Getting started

Sign up for the free trial and follow the steps to create your integration. If you would like to test the integration first, it is recommended you connect it to a Demo Company in Xero, which can be created with a single click from the "My Xero" section of your Xero account (you should do this before starting the integration). You can later re-link your integration to your Live Xero Organisation.

Please Note: A trial Xero organisation is not suitable for testing due to restrictions.

Summary


Developer

Added on

12/04/2013

Support & Contact


Website

Setup

Sign up

Integration

Integration details


Xero

Countries

Global, New Zealand, Australia, United States, United Kingdom

Languages

English

Categories


CRM

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