Does SFX support two-way sync?

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• What support will I receive for SFX

  We have deployed a held-desk to support our customers with self-service. Through the portal you can chat or raise a ticket and our support team will help you fix the issue. We may request you to provide access to the Salesforce instance. You can ...

• Product Sync

  1. Introduction This document provides a step-by-step guide on how to sync products from Salesforce to Xero using the SFX - Product Sync feature. The process is a one-way sync, where Salesforce acts as the master system, pushing product data to Xero. ...

• SFX Setup - default settings

  <SFX Setup> tab allows you to manage the below Configure Xero default Account/Tax/Payment mapping Add Multi-Xero orgs Sync Xero Invoices Sync Credit Notes Sync Salesforce Products to Xero Sync Configuration Configure Xero default Account/Tax/Payment ...

• Sync Invoices – Manual option

  [ Sync Invoices ] button on the < SFX Setup > tab allows you to synchronise any historical invoices or invoices that require manual sync This feature allows you to synchronise invoices and bills Invoices or bills can be synced from Xero to Salesforce ...

• Sync Credit Notes – Manual Option

  [ Sync Credit Notes ] button on the < SFX Setup > tab allows you to synchronise any historical Credit Notes or Credit Notes that require manual sync This feature allows you to synchronise Credit Notes. Credit Notes can be synced from Xero to ...