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    Xero Salesforce integration

    Xero Salesforce integration: With Xero Salesforce Connector, you can sync customer financial data, invoices, and payment information in Salesforce, allowing you to better understand your customers’ economic history and improve sales opportunities.

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    Xero Salesforce integration- Xero Salesforce Connector helps to integrate all your accounting-related data from Xero to Salesforce. It works as a bridge between 2 platforms.

    With the help of the application, you can sync all the records automatically. This streamlines the financial operation and sales by synchronizing financial data and customers across both platforms.

    In Xero Salesforce Connector, you can easily view the invoices, payment information, and financial data of customers. It also allows you to understand the customer's history and can improve the sales opportunity.

    By synchronizing data on a real-time basis, it saves your time and also saves the cost of manual efforts. With this, you can prevent duplicate data entries and errors.

    Xero Salesforce integration features:

    • Streamlined processes: Integrating Xero and Salesforce can help automate processes such as invoicing and payments, reducing the need for manual data entry and saving time.
    • Improved visibility: It can provide a complete view of a customer’s financial history, helping businesses make better-informed decisions.
    • Collaboration: Integrating Xero and Salesforce can improve the collaboration between finance and sales teams, as both teams have access to the same data.
    • Accurate data: Integrating Xero and Salesforce can help ensure that data is accurate and up-to-date, reducing errors and minimizing the risk of financial mistakes.

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    For any query or issue please create a support ticket here http://webkul.uvdesk.com.

    Specifications

    Product Version1.1.0
    Released3 months ago
    CategorySalesforceConnector
    Last UpdatedDecember 28, 2023 (3 months ago)
    Supported VersionsSalesforce  
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    Default Configuration Details of Server

    • 1 GB RAM
    • 1 Core Processor
    • 30 GB Hard Disk
    • DB with 1 GB RAM and 1 Core Processor

    * Server Configuration may vary as per application requirements.

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