For expanding organizations, Xero is an intuitive cloud-based accounting solution. Invoices, paychecks, financial consensus, purchasing, expenses, bookkeeping, and more are now all manageable by businesses through a single application. Organizations can operate more efficiently by using Xero to automate tasks like reporting and invoicing. Your data is constantly updated since Xero runs in practically real-time.
Salesforce is the number one customer relationship management tool companies use to organize customer and sales data. Business managers can utilize the Xero accounting software to monitor their company’s financial operations. Both of these mighty platforms do a fantastic job of providing clients with answers, but companies are now looking to further enhance their outcomes by adding the Xero Salesforce integration.
In this blog, we will go through the features and the no-code integration process;
Features of Xero
1. Settle payments
Keep track of your expenses and pay them on time. Obtain a thorough picture of the cash flow and accounts payable as well.
2. Declare expenditures
Using Xero’s expense management capabilities, you can control spending and submit or refund expense claims.
3. Bank relationships
Set up bank feeds and connect your bank to Xero. Each business day, transactions flow safely right into Xero.
4. Obtain payments
Connect to Stripe, GoCardless, and other services to accept payments online and receive payment up to twice as quickly.
5. Monitor projects
Jobs are quoted, invoiced, and paid for. Additionally, use the work and project tracking software to maintain tabs on expenses and profits.
6. Financial balancing
Maintain the accuracy of your finances. Utilizing recommended matches, categorize and reconcile daily bank account activities.
7. Data collection
Get automatic copies of important documents and data that are stored in Xero. Data entry is simple with Hubdoc.
8. File Storage
For online file storage, use Xero. Manage and safely communicate contracts, invoices, and receipts from anywhere.
Utilize precise accounting reports to keep tabs on your cash. And work together in real-time online with your advisor.
No Code Salesforce and Xero Integration Process
Design an authentication provider
The first step in integrating Xero and Salesforce is setting up an authentication provider in your account. Navigate to Setup and select Security Controls to accomplish this. Then click New under Authentication Providers. Now, enter your credentials
Establish a New Xero App
Go to My Apps and click “Create New App” on the Xero App website. Give your app a special name and a custom Salesforce URL. Finally, paste the URL that was previously copied. The generation of a Client Id and Client Secret will take place. Put these credentials in the Authorization Provider by copying and pasting them.
Setup Salesforce Credentials
The next step in integrating Xero and Salesforce is to visit the official Salesforce website, select Setup, and then select New Named Credential. Assign a label and name to the new named credential.
Access and Recall
This completes the Xero Salesforce Integration process. Install the Xero Salesforce Integration Apex package in the Salesforce environment now.
The Xero Tenant Id must now be retrieved, and you must use the Tenant Id to create a Custom Label.
Copy the result of the approach described above. Go to Custom Labels, choose Xero_Tenant_Id, and paste the copied value into the Setup field.
You accomplished the Xero Salesforce Integration successfully.
Are you looking to make your tasks easy, efficient, and seamless with Salesforce integrations? We are just a click away! Visit our website to learn more about us and write to firstname.lastname@example.org for further queries. We will get back to you at the earliest opportunity.