Introducing Xero to Payments2Us

Connect Xero to Payments2Us to take the time and hassle out of having to key in customer information and improve your ability to accurately capture contact and payment data with all your data stored all in the one place. Payments2Us allows you to seamlessly use Xero and Salesforce with the ability to synchronize contact/ invoice/ payment details.

Xero is a popular cloud based financial package used by many organisations.

Paymetns2Us’ integration with Xero allows for smooth and seamless invoicing which is then recorded back into your instance of Salesforce while synchronizing contact and payment details. This helps take the time and hassle out of having to key in customer information and improves your ability to capture payment data with all your data stored in the one place. 

Connecting Xero with Salesforce

Xero, connected with Salesforce takes the stress and hassle out of having to directly key in customer information by reading key information on bills and receipts such as supplier names, invoice numbers, due dates, etc. and transferring them into data that can be simply stored within Salesforce. Furthermore, with Xero integrated into Salesforce your team can easily track invoices and other important payment information within Salesforce by entering and synchronizing Xero invoices.

You can read more about Xero and how you can connect Xero with Salesforce

Posted: July 26th, 2022

Start your free trial or contact us for a demo.

Free Trial Contact Us
Payments2Us