OneSaas for Salesforce

Professional Services , CRM

Integrate Salesforce and Xero. Automatically sync products, opportunities, invoices and contacts. Save time & get accurate data without manual entry.

Integrate Salesforce and Xero. Automatically sync products, opportunities, invoices and contacts. Save time & get accurate data without manual entry.

View integration details

About OneSaas for Salesforce

Get your Xero account connected with Salesforce and save valuable time by automating your workflow. OneSaas lets thousands of small, medium and enterprise customers of our app developer partners integrate all the apps they use for business to work together from order placed in sales channel then an invoice and product will be created or updated in accounting, followed by creating customer in accounting. Order will be sent to warehouse for fulfilment, then shipping tracking will be sent back to sales channel and stock levels will be updated and order/invoice status and payments will be updated. OneSaas ensures the apps (Accounting, Billing & Invoice, CRM, Ecommerce, Email Marketing, Fulfilment and Point of Sale) they use to run their business happily work together.

OneSaas for Salesforce + Xero

When a sales invoice is created in Xero, an opportunity, account and associated product(s) will be created.

Xero Integration Features:

Send unpaid sales invoice as Draft or Submitted/Awaiting Approval or Authorised/Awaiting Payment to Xero

Send paid sales invoice as Submitted/Awaiting Approval or Authorised/Awaiting Payment or Draft to Xero

Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

Getting started

With OneSaas, you're able to setup your complete integration between Salesforce and Xero within minutes using our simple setup process.

1. Connect
2. Configure
I.  Synchronize data from Salesforce into Xero
II. Synchronize data from Xero into Salesforce
III. Final settings for the integration
3. Retrieve & Validate
4. Preview
5. Send & Finish

Summary


Developer

Added on

05/01/2012

Support & Contact


Phone

N/A

Website

Setup

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Integration details


Xero

Countries

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

Languages

English

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