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SFX Connect

By SFX Connect
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SFX gives you the power to automate and sync Invoices, Bills and Credit Notes across Salesforce and Xero. Quick and easy to configure. Automate your business.
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Listed for
4 years
November 2020

Overview

Automate and let the app work for you! SFX gives you the power to sync invoices, bills and credit notes. SFX connector lets you use multiple orgs and syncs instantly with Xero.

You can automate invoice creation from custom/standard object(s) and sync with Xero. SFX allows two-way sync, making it easy to manage/saves time.

If you are a business professional and would like to ease your daily activity in Salesforce that of duplicating invoices created in Xero, SFX connector is the solution for you. This app will give you the power to connect between Salesforce and Xero once installed. Configuration is easy and the SFX team will provide hands-on support for guaranteed success.

SFX Connect
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SFX Connect + Xero

SFX is a Salesforce native app connecting via Xero api conforming to the security standards of Xero.

With SFX connector advanced version, you can:

  • Sync invoices, bills and credit notes both ways
  • Sync Xero contacts
  • Sync historical invoices
  • Use multi-currency option
  • Set account codes
  • Create multiple invoices based on line items in a single object

For more information visit our website.

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Additional info

Shared data

Xero
SFX Connect
Accountsshared from Xero to SFX Connect
Contactsshared from SFX Connect to Xero
Credit Notesshared from Xero to SFX Connect and from SFX Connect to Xero
Currenciesshared from Xero to SFX Connect
Invoicesshared from Xero to SFX Connect and from SFX Connect to Xero
Itemsshared from Xero to SFX Connect
Tax Ratesshared from Xero to SFX Connect
Paymentsshared from Xero to SFX Connect and from SFX Connect to Xero

Functions

Bills and expensesCRM

Industries

AccountingNot for profit

App details

By SFX Connect
Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supportsupport@sfxconnection.com

Contact

0280037156

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Try SFX Connect for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.