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

Matthew Sutton
Founder / Director 

This webinar will be recorded and emailed to all registrants.


By clicking “Continue” or continuing to use our website, you acknowledge that you accept our Privacy Policy. We will not track your information when you visit our website. We only use cookies to provide you with the best possible experience. Feel free to check out our policies anytime for more information.Continue