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 data flow 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) setup 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 syncing data from salesforce to invoiced 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 creating invoices 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 syncing data from invoiced to salesforce 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 usage notes 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 edge cases here we have documented some of the limitations, nuances, and edge cases to be aware of when using the salesforce integration general any changes to data on the system other than where it originated will be ignored and potentially overwritten for example, if an invoice was created on salesforce by the invoiced integration then subsequent modifications to that invoice on salesforce would not sync to invoiced it is possible that those changes on salesforce would be overwritten by a future sync