When will invoicing from Xero move over to Salesforce

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• Will all my historical invoices be synchronised with Salesforce from Xero? Will any manual entry be required?

  Yes you can sync all historical invoices created in Xero. In the process of syncing, you will have to map the customers in case they do not exist in Salesforce

• Will Account and Contacts from Salesforce sync with xero Customers

  Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created. You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload ...

• When will invoices from Salesforce sync over to Xero

  Invoices created in Salesforce are synced on real-time instantly

• Manual Journal sync from Xero to Salesforce

  Overview The Manual Journal sync allows journals created in Xero to be automatically reflected in Salesforce. This ensures financial data stays consistent across both platforms without the need for manual updates. How it works 1. Create a Manual ...

• How to Send Invoices Through Xero from Salesforce

  This article explains how to send an invoice from Salesforce to Xero using an automated flow and the SFX Apex action. Once triggered, the invoice will be sent through Xero, and the “Sent to Contact” status will be updated back in Salesforce ...