Finance System Integration - FAQ

Q: Can Xero be intergrated with our Salesforce instance and Payments2Us?

A: Most organisations dont really want to  link every single payment/donation with their finance system.  A report can be run and reconciled with the total  banked (from the payment gateway) and then journal the amounts in.  This  report is often summarised by payment type (Credit Card, Cash, Cheque)  and by Campaign (or a GL Code text field on Campaigns). There is a report that comes with Payments2Us called Daily Banking which reports this information.

The  cost of the integration software between Salesforce and Xero is can be rather high, so the manual  journals is quick and cost effective if you are wanting to reduce costs.