Xero
Cin7 Core
Real Estate
EquifaxGetting Started
The whole setup path: install, connect, permissions, sync settings and your first sync.
16 articles, in the order they're best read
- 1Your First 15 MinutesThe whole setup path in the order the product expects, with a link to every step.
- 2Installing TwoCanConnect from the AppExchangeInstall the TwoCanConnect for Xero managed package into your Salesforce org in a couple of minutes — no developer required.
- 3The Configuration Screen ExplainedA tour of the TCC Configuration tab — connection status, licence, and where every setting lives.
- 4Connecting Your Xero OrganisationAuthorise TwoCanConnect to talk to Xero, which organisation to connect from a sandbox, and how to connect more than one.
- 5Configuring the Connected AppConfirm the TwoCanConnect Connected App is set up, and what the Reconfigure flow asks you to do.
- 6Organisation-Wide SettingsSync frequency, tax defaults, record types and the two Opportunity Product field permissions — the settings that apply across every connected Xero organisation.
- 7Managing Users and PermissionsThe four permission sets TwoCanConnect ships, what each one can do, and how to assign them from the Manage Users screen.
- 8Adding TwoCanConnect to Your Page LayoutsUse the Page Layout Editor to add components across every layout at once, instead of editing each one by hand.
- 9Sync Settings — Direction, Defaults and Data to SyncStep 1 of setup. Choose which way data flows, the default Xero accounts, which Xero contacts to sync, and which documents sync at all.
- 10Object Settings — Choosing What SyncsStep 2 of setup. For each document type, decide which save options users get, what they can change on line items, and whether PDFs are attached on sync.
- 11Running a Historical SyncBring existing Xero records into Salesforce as a one-off catch-up.
- 12Turning the Sync On and OffStep 3 of setup. Run the historical sync, then start the ongoing sync.
- 13The TCC Matching ToolLink existing Xero contacts, items, invoices and purchase orders to their Salesforce records — with confidence scores, a compare view and one-click actions on every row.
- 14SandboxesA refreshed sandbox inherits your production Xero connection — what to do about it.
- 15Creating Your First Invoice in XeroRaise a Xero invoice from a Salesforce Opportunity — from the products on the record, through the wizard, to the synced invoice with its Xero number.
- 16Migrating from Another Xero ConnectorMove from an existing Salesforce–Xero integration without losing the links it created.