Technical Resources

Breadwinner Setup

1min

Installing Breadwinner is as easy as 1-2-3:

  1. Download Breadwinner from the App Exchange and open the Breadwinner Setup Tab
  2. Connect Breadwinner to your Xero Accounting system - all you need is an administrative Username and Password
  3. Follow the installation steps and match your Xero Contacts to Salesforce Accounts
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Now look at the Invoices Tab - all your Xero Invoices are visible in Salesforce! Invoices are color-coded according to their payment status:

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Now, let’s look at the Accounts tab - Your invoices are also associated with Salesforce Accounts!

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