Installing Invoice This

Installing Invoice this from the Salesforce App Exchange

Step 1 – From the Salesforce App exchange click on “Get It Now” from the Invoice This – Xero & Salesforce Application.

Step 2 – Select your Salesforce environment you would like to install this to.

Step 3 – Open the customisation guide in a new tab to refer to later agree to the terms and conditions and select “Confirm and Install”.

Step 4 – Select the profiles who will have access to the application and click install.

Step 5 – Once the Invoice this base package is installed and you receive the confirmation email of successful installation you will need to install the Xero subscription application from the below link and follow the below steps.

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJH32UAH

Installing Invoice this Xero subscription from the Salesforce App Exchange

* The below steps require some previous Salesforce setup by your System Administrator.
If you require assistance with Record Types & External IDs, please get in contact by sending an email to contact@invoicethis.com.au *

Step 1 – Once the base package is installed,  you will need to install the connector subscription application from the below link

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJH32UAH

From the application select “Get It Now”

Step 2 – Install the package into either the production or the sandbox environment.

Step 3 – Accept the terms and conditions and select Confirm and Install. This will setup the trial of the Invoice This Xero Subscription. Note the trial is 3 months, after the trial you will need to purchase the application or reach out for an extension.

Step 4 – Select the users with permission to the application and select install.

Step 5 – Select Yes to grant access.

Step 6 – Confirm Installation Complete.

Step 6 – Go to the Invoice This Setup Application by searching for it under All Tabs. Unfortunately due to Salesforce Lightning limitations, to complete this step you’ll have to switch to Salesforce Classic.

6.1 Classic View

6.2 Lighting View

Step 7 – From the Xero Connection select Connect to Xero

Step 8 – If using lightning you will receive a warning about navigating to a new page pleas select open.

Step 9 – Login in to your Xero Account.

Step 10 – If you have multiple accounts connected to you xero account select the account you wish to connect to Salesforce with and click “Allow Access”. Note Invoice this allows integration to only one Xero account per Salesforce organisation.

For testing purposes you can create a Demo Company in Xero and use this to test the Invoice This integration see below link on how to setup a demo account in Xero https://help.xero.com/au/DemoCoPartner 

Step 10 – Once Connected go to step 2 and click Retrieve Metadata

Step 11 – Setup your Salesforce Xero Integration Options and preferences.

A Summary of the setup details can be found below. It is recommended to setup each one to utilise the full capacity of the app but only a few are necessary to get the syncing up and running. These are marked as ‘Mandatory’.

Please Note to complete setup you will need to have existing external ID fields or create new external ID fields on the Contact and Account object. See Creating External IDs in Salesforce for a guide. 

Invoice Sync (Mandatory): Whether to only retrieve from Xero Accounts Receivable, Accounts Payable, or All Invoices.
Contact Sync (Mandatory): Whether to retrieve all Contacts from Xero, or only those with matching Invoices.

Contact Record Type: Which Record Type to assign to new Contacts retrieved from Xero. *Prior Salesforce setup required*
Contact External ID Field (Mandatory): External ID field to use to match new Xero Contacts against existing Salesforce Contacts. *Prior Salesforce setup required*
Contact External ID Format (Mandatory): Format of the external ID field. For the best results we recommend setting this to FirstName+LastName+Email.

Account Record Type: Which Record Type to assign to new Accounts retrieved from Xero. *Prior Salesforce setup required*
Account External ID Field (Mandatory): External ID field to use to match new Xero Accounts against existing Salesforce Accounts. *Prior Salesforce setup required*
Account External ID Format (Mandatory): Format of the external ID field. For the best results with Xero we recommend using a unique case insensitive external ID.

Invoice Email Template Folder: When sending a Xero Invoice PDF via Salesforce, it allows the User to select which folder the email template is from.
Invoice Email Template: When sending a Xero Invoice PDF via Salesforce, it allows the User to select which email template to attach the PDF to.
Invoice Email From Address: When sending a Xero Invoice PDF via Salesforce, this sets what the From address of the email should be.

Step 12 – Click on Edit on Scheduled Sync settings

Step 13 –  Select the Invoice settings and click Save

This completes the Invoice This Xero Integration application install process, see Invoice This knowledge centre to setup the Invoice This options in Salesforce the http://knowledge.invoicethis.com.au/