Salesforce
The Invoiced for Salesforce app adds accounts receivable automation capabilities to Salesforce. Installing the native Salesforce app allows you to sync Invoiced billing data with Salesforce.
The Salesforce integration can synchronize the following data with Invoiced. Since most of these are not standard Salesforce objects, our app will install the custom objects and custom fields needed to give you these new capabilities.
Invoiced | Sync | Salesforce |
|---|---|---|
Customer | ← | Account |
Contact | ← | Contact |
Note | ←|→ | Note |
Invoice | ←|→ | Invoice (Custom Object) |
Credit Note | → | Credit Note (Custom Object) |
Estimate | ←|→ | Estimate (Custom Object) |
Subscription | → | Subscription (Custom Object) |
Payment | → | Payment (Custom Object) |
Card | ← | Card (Custom Object) |
Bank Account | ← | Bank Account (Custom Object) |
The package can be installed in any Salesforce org, including Developer and Sandbox editions
- Go to Apps → Salesforce in the Invoiced application. Go to the package installation link in the "How to Install" section.
- Obtain an API key from the Invoiced dashboard. You can do this in Settings → Developers → New API Key.
- Now you need to add your Invoiced API key to the package. Go to the Invoiced application from the Salesforce app launcher. Click on the Settings page at the top of the screen. Click on the Connection tab.
- Enter in the secret of the API key that you just created into the API Key field on Salesforce. If you are connecting to an Invoiced sandbox account then check the Use Invoiced Sandbox option.
- Click Save Settings to enable the Salesforce integration.
- Click on the Sync tab. Check the syncs you want to enable and click Save Settings.
- Then click Enable Syncing at the top of the screen.
Creating Customers
To maximize usage of our integration with Salesforce, we recommend creating accounts in Salesforce rather than customers in Invoiced. There are a few required fields to add in order for this to work.
Go to setup > object manager > account > page layout > account layout. The following fields are required:
- Account Name
- Account Number
- Create on Invoiced
- Invoiced Customer ID
- Invoiced Entity (This is only required if you're syncing to multiple Invoiced Entities.)
Drag and drop these fields into your layout and save. Now you’re ready to create an account.
If you want the account to populate in Invoiced, select the “Create on Invoiced” box. Data from the other fields will populate in Invoiced if that field exists in Invoiced. As soon as you save the account in Salesforce, the customer will populate in Invoiced.
Invoiced will assign a customer number and ID. If you refresh your screen in Salesforce, you’ll see these in the account details. The ID is located in the customer URL in Invoiced.
To create invoices in Salesforce that will push to Invoiced, go to Setup > Object Manager > select the Invoice object with the API name Invoiced__Invoice__c. Add the following fields to your page layout:
- Invoice Number
- Invoiced ID
- Issue
When you create an invoice, check the “issue” box so that the invoice will populate in Invoiced. Invoiced will assign an invoice number automatically.
To sync data from Invoiced to Salesforce, your accounts in Salesforce must include an accurate Invoiced Customer ID and the “Create on Invoiced” box needs to be selected.
In your Invoiced app in Salesforce, select Settings. Select the boxes associated with the data you would like to sync from Invoiced to Salesforce. As new records are created, they will sync according to the automated sync schedule. You can also manually run the sync by selecting “sync now.”
After the sync is initiated, refresh your screen. The last synced timestamp will update when a new record is created.
- If you use the A/R Inbox in Invoiced, emails will not sync to Salesforce.
- You can review sync logs in the Apex Flex Queue to check for errors.