Connect Salesforce with Xero
Automate your Invoicing
By Cloudtal LTDAccounting
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From £97 per company per month
- Listed since
- 2021
About Connect Salesforce with Xero
Create invoices, track payment status and keep tabs on your finances easily
Once you install the Xero Integration App by Cloudtal, you will be able to:
- Create Xero invoices from any Salesforce Object
- One-click download and email invoices directly from Salesforce
- Track invoice status (Paid, Overdue, Due)
- Automatically generate Xero Invoices using Salesforce automation
- Sync Accounts, Contacts, Invoices, Purchase Orders, Bills and more
- See all historical Xero invoices in Salesforce
Highlights
- Automatically sync and create Xero invoices, purchase orders, bills and much.
- Create contacts, invoices, purchase orders and bills from any Salesforce Object
- View and report on Xero data from Salesforce
Screenshots
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Pricing
Paid, from £97 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Salesforce Xero Integration by Cloudtal | £97 per company | Monthly |
Further discount available for Professional Edition orgs.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 22, 2021
- Languages
- English
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