What is the data that is being synced between Xero & SF. Is it from Xero to SF or from SF to Xero? How does this process work?

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• How does the process work between SF & Xero when the invoices are generated?

  Invoices created in Salesforce are synced on real-time to Xero. Xero to Salesforce sync is at an interval of 15 minutes

• How frequently is the data between Xero and SF synced - real-time / hourly? Is this sync automatic or on-click?

  Salesforce to Xero sync is real-time, Xero to Salesforce sync - every 15 minutes interval

• When and how does data sync occur?

  Upon creating invoice or updating an invoice in Salesforce, the data is immediately synced with Xero automatically on real time basis. Any payment updates in Xero is automatically synced to Salesforce, however the interval between Xero to Salesforce ...

• Which database is primarily used to generate the invoices – Xero or Salesforce (SF)?

  SFX supports two-way sync, i.e, you can create invoice from either Salesforce or Xero. As the data source is in Salesforce, SFX can retrieve all the data from your objects in Salesforce to create an Invoice

• Is a copy of the invoices stored in both Xero & SF? How does this reflect in Xero accounting?

  Invoice is stored in both Xero and SF. Invoice pdf format and branding is set as per Xero