Select Salesforce and Xero on the PieSync dashboard and authorize your apps.
The default rules read “IF a contact is in Salesforce, THEN sync it to Xero” and “IF a contact is in Xero, THEN sync it to Salesforce”.
These two rules mean each and every contact in Salesforce and Xero will be synced to the other app. But many businesses only want to sync the necessary information from one app to another. It’s a good idea to apply filters.
One example filter is to sync contacts owned by you in Salesforce and add them to a specified group in Xero for easy management.
You do this by creating a filter on the first rule “Contacts Owned by me” are THEN synced to Xero and “added to group Premium 1” (or group of your choice).
You could even add a custom field to Salesforce indicating if an account has been won, and syncing contacts that only have this field checked. This means your won deals automatically go to Xero for billing.
Like this recipe? Be sure to check out more recipes in our PieSync Recipe book for Sales teams: