Overview
Simplify Your Workflow with TwoCanConnect for Xero!
Managing finances can be time-consuming, but TwoCanConnect for Xero makes it easier than ever to stay on top of your business. Designed with simplicity and efficiency in mind, TwoCanConnect integrates Salesforce seamlessly with Xero, giving you the power to automate key financial tasks and streamline your accounting process.
With TwoCanConnect, you can:
Real-Time Syncing: Keep your accounts up-to-date with real-time syncing, ensuring that your Xero data is always accurate
Create Quotes & Invoices in Salesforce: Using your Salesforce data, you can create and instantly sync quotes and invoices from Salesforce to Xero.
Automate Data Entry: Say goodbye to manual data entry! TwoCanConnect automatically syncs your transactions, saving you hours of tedious work. Automations can run with Salesforce Flow to completely automate your invoicing process.
Custom Reports: Gain deeper insights into your financials with tailored reports that reflect your unique business needs.
Whether you’re managing invoices, reconciling accounts, or generating reports, TwoCanConnect for Xero is your go-to solution for saving time and simplifying your accounting process. Focus on growing your business, while we handle the numbers!
Ready to Transform the Way You Work? Get started with TwoCanConnect for Xero today and take the hassle out of your finances!
TwoCanConnect + Xero
TwoCanConnect serves as a bridge between Salesforce and Xero, enabling seamless synchronization of financial data between the two platforms. Here’s how it connects Salesforce and Xero:
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Automated Data Syncing TwoCanConnect syncs data between Salesforce and Xero in near real time, eliminating the need for manual data entry or transfers. This ensures that your customer information, invoices, payments, and other financial records are consistently up-to-date across both systems.
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Salesforce to Xero Invoicing With TwoCanConnect, you can create an invoice in Xero directly from opportunities or quotes in Salesforce (or any custom objects). When a deal is closed in Salesforce, an invoice can be automatically generated and sent to Xero for payment processing. This streamlines your sales-to-accounting process by reducing manual input.
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Customer and Account Sync The integration allows for a two-way sync of customer data between Salesforce and Xero. Any new or updated customer records in Salesforce are reflected in Xero, and vice versa. This ensures that your sales and accounting teams are working with the same up-to-date customer information.
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Payment Status Updates TwoCanConnect keeps your sales team informed by syncing payment statuses from Xero back to Salesforce. When a payment is received and logged in Xero, it updates the corresponding record in Salesforce, giving your sales team full visibility into the financial status of their accounts.
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Financial Reporting in Salesforce By pulling key financial data from Xero, TwoCanConnect enables you to generate detailed financial reports within Salesforce. This allows your sales and management teams to get a complete picture of your business's financial health without leaving the Salesforce interface.
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Customizable Workflow Automation TwoCanConnect allows you to create custom workflows between Salesforce and Xero based on triggers, such as creating an invoice when an opportunity reaches a specific stage in Salesforce, or automatically updating customer details in Xero when they are modified in Salesforce.
Benefits of TwoCanConnect: Improved Efficiency: Automate workflows, reduce manual tasks, and eliminate duplication of data entry. Real-Time Data Accuracy: Ensure consistency and accuracy across both platforms with real-time data synchronization.
Complete Financial Visibility: Sales and finance teams can work together more effectively, with full visibility into customer accounts, payments, and financial status.
In short, TwoCanConnect simplifies the integration of Salesforce and Xero, helping you streamline operations, improve data accuracy, and save time by automating critical financial and sales processes.
Getting started
Download the 7 day trial from the Salesforce AppExchange. ~15 Minute installation process with in-built guidance.
