Technical Resources
Breadwinner Setup
1min
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
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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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Updated 11 Jun 2024
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