Installing Breadwinner is as easy as 1-2-3:
- Download Breadwinner from the App Exchange and open the Breadwinner Setup Tab
- Connect Breadwinner to your Xero Accounting system - all you need is an administrative Username and Password
- Follow the installation steps and match your Xero Contacts to Salesforce Accounts
Now look at the Invoices Tab - all your Xero Invoices are visible in Salesforce! Invoices are color-coded according to their payment status:
Now, let’s look at the Accounts tab - Your invoices are also associated with Salesforce Accounts!
The Breadwinner Quick Installation Guide can be found here: https://help-xero.breadwinner.com/support/solutions/articles/44001696015-breadwinner-quick-installation-guide