Step 4 - Product Synchronisation

Owned by Yoann Beurier
Last updated: Aug 25, 2022
1 min read

  • 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.