Xero to Salesforce Integration

Introduction

Industry

Telecommunication

Products

Sales Cloud & Service Cloud

Capabilities

Integration

The client is a communication technology company. They provide a range of mobile and voice-based devices and applications, internet products as well as a phone system for businesses. Their fibre-based connectivity and exceptionally well end to end fibre network is affordable and scalable to meet customer requirements.  

Project Challenges

Project Challenges

The client uses Salesforce application for data coordination which is 2-route sync between its online accounting system and Salesforce. The client needs to build its own application to sync it’s organization’s data with Salesforce.

  • Third party platform cost –  They were relying on a third-party app for their business and it was very costly. They were worried about the security of data as they were using a third-party app.
  • Manual efforts – There was a lot of manual effort using excel sheets to import the data in the Xero app.
  • Customized application – Their goal was to build an in house app and not depend upon a subscription-based third party application.
  • Data sync – They were facing problems in syncing the data between Xero & Salesforce.
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https://cyntexa.com/wp-content/uploads/2020/05/xero-salesforce-solution-infgraphic-1-320x320.png

Project Solutions

Project Solutions

We implemented the following solution to overcome the above challenges for our client

  • Implementing Salesforce Integration – We helped the client to build a private authentication method for Xero integration with Salesforce.We did customization to reduce the manual effort of importing excel sheets in Xero.

Project Results

Witness the increase in productivity and reduction in time upon successful delivery of the project.
Reduced the manual efforts by
60%
Enhanced productivity by
70%
Third-party application cost reduction by
100%

Client Review

Good experience working with them.
It was the best decision for us to work with Cyntexa. Always available. very knowledgeable. Would recommend to anyone.

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