Will Account and Contacts from Salesforce sync with xero Customers

• Related Articles

• 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

• 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 ...

• When will invoices from Salesforce sync over to Xero

  Invoices created in Salesforce are synced on real-time instantly

• When will invoicing from Xero move over to Salesforce

  This is available in SFX advanced and SFX enterprise versions. The sync from Xero to Salesforce is scheduled every 15 minutes. Not available with Free and SFX basic editions

• 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. ...