Want to load data from Xero or Saasu?
We’ve added more functionality to our highly successful product, RIO Readymade Inventory Plus. You can now transfer data from Xero or Saasu to RIO Readymade Inventory Plus.
Can I use other csv data files?
Yes! The program can also handle any csv file in the required format.
How does it work?
- Send us an email at email@example.com and we’ll send you the job.
- The upsert uses Skyvva data loader. Skyvva can be downloaded for free.
- Install Skyvva (this app is available on Appexchange).
- Install our job
- Download the data from Xero/Saasu
- Follow the instructions to upload your data to Salesforce.
What if I need some help?
Videos and documentation are available here.
Build on Salesforce features. Can I automate it?
Subscribe to Skyvva and you can email the data to automate the process
Client is managing/maintaining customer information as well as opportunities in Salesforce. Invoicing is being sent out using Xero instead. The client is having difficult to ensure information across Salesforce is in sync in Xero rather than to maintain both instances manually.
||To establish synchronization between Salesforce instance and Xero where opportunities and contacts in Salesforce can be easily synced into Xero.
||RIO Salesforce-Xero Sync
||Salesforce Account (Xero Billing Contact) > Xero Contact
Salesforce Opportunity > Xero Invoice
Salesforce Opportunity’s Account (Xero Billing Contact) > Xero Contact
Xero Invoice PDF > Salesforce Opportunity’s attachment
||When the “Sync to Xero” button is clicked in an Account screen the Account and Xero Billing Contact data and synchronised to Xero.
When the “Sync to Xero” button is clicked in an Opportunity the Opportunity, related Account and Xero Billing Contact data are all synchronised to Xero.