How do I disconnect from Xero

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• Connect to Xero

  Go to the < SFX Setup > tab Followed by clicking on [ Connect to Xero ] button Upon clicking, you will be re-directed to Xero login Upon successfully logging in, you will be asked to allow access followed by connect to Xero org You have now ...

• Xero Custom Object Mapping

  Xero Custom Object Mapping is an important feature of SFX. We say this is where all the magic happens. You can find the tab < Xero Custom Object Mapping > Click on [ New ] button to create you first record The layout is divided into multiple ...

• Primary and Multi-Xero Organisation Configuration

  Multi-Xero Organisation Configuration When using the Multi-Xero Organisation feature, it is important to configure organisations correctly to avoid sync issues or duplicate mappings. The Primary Xero Organisation must always remain connected and must ...

• Contact mapping from Xero contact to Salesforce

  This topic explains how to map existing Salesforce accounts with Xero Contacts Go to Xero Tax / Branding tab Download the contact csv from Xero Download accounts/contacts from Salesforce Map Xero external ids with the appropriate salesforce ...

• Salesforce to Xero – Invoice History Notes Sync

  This article explains how Notes or History records created in Salesforce can be synced and displayed in Xero against an invoice. Flow Configuration Steps Step 1: Create Record Triggered Flow Navigate to Setup → Flows Click New Flow Select Record ...