This app syncs Salesforce accounts and products to Xero contacts and items bi-directionally, and automatically syncs Salesforce opportunities to Xero invoices.
Once you get the app from the landing page, the 5 integration flows, or what we call Workato recipes, will be in your account.
Start only the integrations you need.
For more detailed instructions on how to set up this integration, download this free ebook below to understand how you can set up each integration to success. We highly recommend you read this before starting your integrations.
P.S.: If you have other integration scenarios between Salesforce and Xero, please contact us. We support any Salesforce custom objects or fields and will be happy to build out a solution that works for you.