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Step 4 - Product Synchronisation
Step 4 - Product Synchronisation
- Yoann Beurier
Owned by Yoann Beurier
If you need to synchronise Xero Items into Salesforce Products and vice-versa, click on the right of your Tenant and Select the Product Synchronisation option.
Once Activated, you will be requested to have a matching rule.
Choose either Matching by Code or Name
Once saved, all products will be downloaded from Xero and mapped to Salesforce products by either Code or Name.
All Salesforce products ticked ‘Synchronise to Xero’ will be sent to Xero.
A schedule will then keep all record synchronised on a 15 minutes interval.