COMING SOON!

WEBINAR: Integrating Salesforce & Xero

Resonant Cloud, a Salesforce Partner that has completed 30+ Salesforce and Xero integrations, invites you to join us for this free webinar. We will cover:

Considerations of App Vs Custom Connection

• How to manage invoicing and exploring different combinations such as 1 Opp = 1 Invoice; or 1 Opp = Many Invoices; or SaaS and Membership invoicing (recurring);
• Exploring examples of using multiple Xero orgs and currencies.

Possibilities and Limitations

• What data do I want to bring in?
  • Products, Product Codes
  • GL Account Codes and creating manual journal entries
  • Bank Transactions
  • Creating ABA files from Salesforce data

• What are the limitations of the Xero Integration?
  • Syncing the Quote Object
  • UX of creating invoice templates

Duration: 45 mins, including Q&A

PRESENTED BY Matthew Sutton Founder / Director

This webinar will be recorded and emailed to all registrants.