Xero Integration
Kandisa Tech
By Kandisa TechnologiesAccounting
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Paid
- From $99 per user per year
- Listed since
- 2024
About Xero Integration
An easy tool to sync your sales and accounting data with Xero
Xero for Salesforce is an extremely effective application for integrating Xero Accounting Software capabilities into Salesforce to streamline your Salesforce and Xero accounting workflow and maintain data accuracy. Our tool is loaded with the below needy features:
- Create Xero Invoice from Salesforce
- Flexibility to decide on branding for invoices
- Realtime Sync and access data in both Xero and Salesforce including customers, invoices,
payments, products, etc
- Email Xero Invoices directly from Salesforce
- Download the Invoice in Salesforce or in your local machine
- Payment Management of Invoices
- Salesforce and Xero Product Sync Options
- Reports & Dashboards
- Multiple Configuration options to configure tools as per your needs and like
- Easy troubleshooting for admins
- Easy data management of Xero Data
Highlights
- EASY XERO INVOICING Take away the extra effort of your sales team by raising Xero Invoice easily in Salesforce which reduces the requirement for duplicate data entry and human data mistakes.
- TRACK YOUR INVOICES Obtain Salesforce real-time access to the Due, Paid, and Overdue bills for your clients. Manage your customers' payment cycles proactively to get payments sooner.
- DATA SYNC FOR CONTINUITY AND ACCURACY You always get accurate data across both systems with two-way synchronization between Salesforce and Xero.
- REPORTS AND DASHBOARDS Informative dashboards and reports that have already been designed for tracking crucial data for businesses.
- EASY CONFIGURATION With multiple and easy configuration options to make the application to work as per your best fit and need.
- SCHEDULE A DEMO Visit https://bit.ly/4iiat4Z and schedule an in-depth demo with our team. We will showcase all the features of the app and also answer any questions you might have.
Screenshots
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Pricing
Paid, from $99 per user per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Per User Plan | $99 per user | Yearly | 7 days |
| Per Org Plan | $999 per company | Yearly | 15 days |
"Xero Integration - Kandisa Tech" comes with 2 pricing plans. 1. Per User plan ($99/user/year) is useful for organizations with less number of users. 2. Per Org plan ($999/user/year) is useful for organizations with large number of users.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Revenue Cloud CPQ
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 19, 2024
- Industries
- Engineering, Construction, & Real Estate
- Healthcare & Life Sciences
- High Tech
- Languages
- English
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