Objective
The Objective was to Integrate Zero with Salesforce. Our esteemed clients have expressed their interest for presenting an idea to automate and streamline the process of synchronising financial data, such as invoices, contacts, and overpayments between Xero and Salesforce and also provide a gateway for seamless Payment Processing.
This integration aimed to reduce manual data entry, ensure real-time data consistency between the two platforms, and improve efficiency in handling financial records within Salesforce.
Challenge Highlights
With the growing demands of daily operations, clients are finding it increasingly challenging to manage financial data effectively. Keeping up with the volume and complexity of transactions has become overwhelming, making it difficult to maintain accurate and up-to-date records. Also aimed to implement a payment gateway to optimize and simplify their payment processes, ensuring smoother and efficient transactions.
This needed a streamline solution to manages their finance and helps them to keep track of daily transactions and invoices by reducing manual data work.
The Solution
- Automate invoicing activity: Generate Xero invoices from Salesforce, create invoices in Salesforce and automatically sync them to Xero and even automate the sending of invoices.
- Keep your contacts up to date: Create a new contact in one system and see it automatically updated in the other.
- Auto Sync Records: Automatically synchronize records between Xero and Salesforce by implementing scheduled processes that execute at regular intervals, ensuring continuous data updates.
- Payment Transaction Interface: A dedicated Payment Transaction Page is launched with a single click on a custom-designed button, displaying the relevant information retrieved from Salesforce.
The Results: Impact on Process
- Automating the Xero-Salesforce data sync reduced manual entry, saving time and allowing employees to focus on strategic tasks.
- It ensured up-to-date, consistent data, minimizing errors and reducing time-to-processing.
- Custom Buttons and Interfaces enhanced user experience by simplifying financial data management, hence increasing system adoption.
- Scheduled and batch processes allowed efficient handling of contacts, preparing the business for future growth.
- Real-time access to financial information in Salesforce provided better visibility, leading to improved reporting and invoice generation.