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
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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 ...
When will invoices from Salesforce sync over to Xero
Invoices created in Salesforce are synced on real-time instantly
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 ...
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 ...