TwixRiva provides a facility for users to synchronize all ivoices and payments xero related data for a particular contact. TwixRiva will synch download the contact info, all invoices, payments and credit notes related to the selected contact and updates it to salesforce.
This features runs a batch job that synchronizes data from Xero to Salesforce.
To trigger the process, Navigate to a Xero Contact record in salesforce
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In the record detail page click the “Sync Xero Invoice Data” button
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In the System Information Section, 2 fields will be updated to indicate that the record is being updated by the system. The “Flagged for Sync” field identifies that the record is for synchronization. The “Synchronization Status” provides the status of the synchronization.
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Whe the process is completed, the 2 fields will be updated again.
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