Background Synchronization
- Mark Gabay (Unlicensed)
- Yoann Beurier (Unlicensed)
TwixRiva provides a facility for users to synchronize xero related data for a particular contact. TwixRiva will download the contact info, 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
In the record detail page click the “Sync Xero Invoice Data” button
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.
Whe the process is completed, the 2 fields will be updated again.