SFX Connect can help your business
Sell products and/or services
- Generate a quote or proposal
- Raise and send invoices
Manage accounts, cash flow and finance
- Receive invoices or bills
Access finance for growth
- Choose finance option and apply
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 + 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.
Getting started
If you have Salesforce and Xero, you can install our free trial today from the Salesforce AppExchange.
Once the app is installed, start from the SFX setup tab to securely connect with your Xero instance. Once you are done, you are ready to create a manual invoice that syncs with Xero instantly.
