Sync Configuration
Sync Configuration enables users to control synchronisation of Invoices/Bills, Purchase Orders, Quotes, Credit Notes, and Pre-payments on a global level and also on account level.
The [ Flush/Delete all config ] button allows to clear current config
Controlling syncing using Account codes
Upon Clicking [ Refresh Account codes from Xero ] button, a list of all the account codes are listed, this can then be either checked and unchecked as required for syncing purpose. Following this click [ Save ] button found below the list to save the configuration.
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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 ...Does SFX support two-way sync?
Yes two way sync is available in SFX advanced and SFX enterprise only. Not available in SFX free and SFX basic edition.