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
Founder / Director
This webinar will be recorded and emailed to all registrants.