Salesforce Xero Integration

Salesforce and Xero being an easy to use CRM however, Salesforce-Xero Integration is a little difficult. For that, Salesforce-Xero Integrator helps in integrating Salesforce CRM with Xero Cloud accounting, creating a powerful and ground breaking system that turbo-charges your business. Sales teams work quicker, invoices are cleared on time, finance departments increases proficiency, and management has vital information at their fingertips.

Salesforce-Xero Integration

About Xero

Xero offers two-way sync of Accounts, Contacts, Invoices and Bills & Purchase Orders. Create Xero invoice from within Salesforce, or from Xero, and they will be synced back to Salesforce and are kept updated.

About Solair Group

Strategically located in Florida, Texas, South America, Europe, Asia and Canada, Solair Group is a full-service supplier of high-quality maintenance tooling and Ground Support Equipment (GSE) serving the commercial, corporate, regional and military aviation maintenance market. With many client accounts to deal and entertain, Solair Team needed to integrate its accounting with the CRM to ease the invoicing.

Solair group HIC Global Solutions

The Solutions:

  • Eliminating data Redundancy between Salesforce and Xero. Salesforce-Xero Integrator checks if your records exist before creating or updating any record.
  • Improve cash flow by accelerating payment time by offering a clear dashboard on each account with invoice payment status.
  • Allow sales team to raise invoices: Increasing the speed of the entire sale and billing process by sending Invoices to the customer sooner, with any duplication error or delay.
  • Exclusive Account Information: Provide information on each account with overdues leading to on time payments and gives an insight on each client.
  • Automatically Sync Data: This allows you to quickly and easily connect Salesforce and Xero. Instantly generate Invoices from Salesforce and synchronise your Contacts and Payments back from Xero.
HIC global solutions illustrations

Technology Used

Result

  • Integrating Xero with Salesforce gives a cost-effective and quick way to ensure that your business is running at its best.
  • Provide essential visibility to your sales and customer service teams.
  • Synchronising all the information meticulously.
  • Providing access to all the invoices, accounts, Contact & Payment data in one place, making management easier.
About the Author



Piyush Singhal

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com. Piyush, a

seasoned Salesforce professional, started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with the passionate people.

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