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 ...

• 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 ...

• Xero Custom Object Mapping – complete feature list

  Note: the Custom object mapping record should be updated with the API name of the fields on the object Below are the list of functionalities that are supported in SFX Invoice Create/Update - Create Xero Invoice - every time flow triggered based on a ...

• How to connect multi - Xero orgs

  Connecting to Additional Xero orgs using SFX Step 1: Ensure your primary org is connected. #1 Go to SFX Setup tab #2 Ensure your primary org is connected #3 If the additional orgs aren’t visible, follow the reconnect steps Step 2: On the <SFX Setup> ...