How do I install SyncQ in my Salesforce org?

SyncQ is an officially approved Salesforce app.

Install SyncQ from the Salesforce AppExchange: Link

How can I connect Xero with Salesforce via SyncQ?

Log in to Salesforce (Lightning) → Open App Launcher (3×3 grid) → search “syncq”.

On the SyncQ home page, click Connect to Xero. If you’ve connected earlier, select your Xero organisation from the dropdown and click the green Connect to Xero button.

On successful connection, your Xero organisation appears in the dropdown.

Select the organisation. You should see the organisation name in green and the green Connect button will change to a red Disconnect Xero button.

If you briefly see an “Authorize Xero” (red) message after first linking, wait ~1–2 minutes, change the dropdown to --select--, then pick your org again. Green means connected.

If it remains red, reconnect using the green button.

Do Salesforce and Xero users need to be the same user?

No. They can be different, but each must have admin rights in their respective system to establish the connection.

What is the next step after connecting Xero?

Create your first mapping — typically Salesforce Account → Xero Contact. Select your Xero organisation (left dropdown), then choose the Salesforce object and Xero record type and click the green link button.

This creates SyncQ fields (e.g., LXE_XE_Company__c, LXE_XE_Id__c, LXE_XE_No__c, LXE_XE_Seq__c, LXE_XE_Error__c) on the Salesforce object. Verify under Setup → Object Manager → Fields & Relationships.

Then create field mappings by selecting the Salesforce field and the Xero field and clicking the link button.

A red link icon signifies required fields still not mapped.

Sync:

1. To sync from Salesforce to Xero: add the SyncQ button + fields to the page layout. Select the Xero organisation (field dropdown) and click SyncQ. On success, the Xero Id field populates.
2. To sync from Xero to Salesforce: open the mapping’s setup (gear) and enable import/auto-sync as needed.

For mapping help: support@syncq.net

Can I connect multiple Xero organisations to Salesforce through SyncQ?

Yes. Each connected Xero organisation requires its own SyncQ license.

What is the process to activate my SyncQ license?

If your first sync shows “Contact SyncQ support” in the Xero Status field, email support@syncq.net to activate the license.

What different types of Salesforce editions are supported?

Supported: Unlimited, Enterprise, Performance, Professional (API enabled), Group (API enabled).

Not supported: Essentials, Developer.

How do I find my Salesforce org edition type?

Setup → Company Information → Organization Edition.

Does SyncQ support the Salesforce Professional edition?

Yes, if API access is enabled. Check “API Requests, Last 24 Hours” in Setup to confirm API availability.

What is a SyncQ license?

To sync from Salesforce to Xero, the Salesforce user needs a SyncQ license. For Xero → Salesforce sync, SyncQ uses the admin license of the user who configured the Xero connection. Each license is tied to a specific Xero organisation. Flow/automation may require a special auto-proc license.

Why is the SyncQ app not visible in my Salesforce org?

Verify the package and license status in Setup → Installed Packages → SyncQ.

How do I allocate SyncQ licenses to different Salesforce users?

Setup → Installed Packages → SyncQ → Manage Licenses.

Also confirm against each user/profile:

1. Administrative Permissions → Customize Application = checked.
2. All SyncQ fields on mapped objects have read/write.

Can non-SyncQ users see synced data?

Yes, if they have read access to the object/fields.

Does SyncQ have a free trial?

Yes, a 14-day free trial begins automatically upon AppExchange installation. No card required.

How do I subscribe to SyncQ? What are the terms?

Contact support with billing email and address. You’ll receive an invoice (card/ACH accepted). Upon payment, SyncQ is activated. Payments are non-refundable.

How can I cancel the subscription to SyncQ?

Uninstall SyncQ from Salesforce. Note: subscription payments are non-refundable.

Can I pay the subscription by credit/debit card?

Yes.

What is the price for renewing SyncQ?

Your renewal price remains the same as your original subscription. If you discontinue and later re-subscribe, current pricing applies.

How can I check my Xero connection status?

Open the SyncQ app and choose your Xero organisation from the dropdown. If it shows in green, your connection is active.

What happens if I disconnect and delete the Xero connection?

SyncQ can’t sync without a connection. Deleting the Xero connection also removes the mappings for that organisation. If you only disconnect, your mappings remain stored.

We frequently see “Require Xero Authorization” and get disconnected. How do we fix this?

Most often it’s Salesforce profile/field-level access:

1. Customize Application is checked under Administrative Permissions.
2. Ensure all SyncQ fields on mapped objects have Read/Write (e.g., LXE_XE_Company__c, LXE_XE_Id__c, LXE_XE_No__c, LXE_XE_Seq__c, LXE_XE_Error__c for headers; LXE_XE_CompanyName__c, LXE_XE_Id__c, LXE_XE_No__c, LXE_PARENT_XE_Id__c for lines).

What are the steps to sync my first record using SyncQ?

1. Install SyncQ from AppExchange.
2. Follow setup: LINK
3. Connect your Xero organisation.
4. Create the object mapping (e.g., Account → Contact).
5. Create field mappings.
6. Add SyncQ fields to the record layout (Xero Organisation, Xero Id, Xero Sync Status).
7. Add the SyncQ button to the page layout.
8. Click SyncQ and check the Xero Sync Status. If “Invalid License,” request activation.
9. Re-sync after activation; Xero Status should be “Success.”

Does SyncQ support custom Salesforce objects?

Yes. Standard and custom objects (including third-party managed package objects) are supported.

Can I sync Xero fields like Tracking Categories and Tax Rates?

Yes. Map Salesforce fields to Xero Tracking Categories, Tax Rates, Items, etc., based on your object/line mapping. (Xero “custom fields” differ from QuickBooks; use Tracking Categories for segmentation.)

Can I sync Salesforce custom fields?

Yes.

Which Xero transaction types are supported?

Commonly: Contacts, Items, Quotes, Invoices (ACCREC), Bills (ACCPAY), Credit Notes, Payments, Purchase Orders, Tracking Categories, and Tax Rates.

What are standard mappings for syncing a Salesforce Account to a Xero Contact?

What mappings are required for Quotes/Invoices/Bills?

Can I sync vendors/suppliers and create purchase orders and bills?

Yes. AR (sales) and AP (purchases) flows are supported (Contacts, Bills, POs, Payments, Credit Notes).

I want to sync my Opportunity/Custom object as Quote/Invoice/Bill — what are the requirements?

Minimums:

1. A lookup to the Contact (customer/supplier). The referenced Account/Contact must already be synced to Xero (has Xero Id).
2. At least one line item referencing a synced Item (or provide description/amount with a valid line type). Ensure your line mapping includes quantity, unit amount, account code/tax rate as needed.

Common errors & checks:

• INVALID LICENSE: request license activation.
• Line record not found: ensure at least one line exists and references an Item (or provide required free-text fields).
• Missing line detail: verify line type/required fields in your mapping.
• ContactRef missing: ensure the related Contact/Account is synced (has Xero Id).

Can I create a sub-contact or link to a project from Salesforce?

Xero doesn’t use “sub-customers” like QBO. Model hierarchies using custom Salesforce lookups and map accordingly. For Xero Projects, create/link projects in Xero and reference them from Salesforce if you expose that relation in your mapping (where applicable).

How can I sync Salesforce records to Xero?

1. Add the SyncQ button and fields to the page layout.
2. Click SyncQ, refresh after a few seconds, and check Xero Sync Status. On success, Xero Id is populated; otherwise review the error for data validation issues.

Why do I have to contact SyncQ to activate my SyncQ user licenses?

If you see a license validation error after your first sync, email support@syncq.net with your org and user details.

How do I check if my first sync is working?

Check the Xero Sync Status field; “Success” indicates the record synced to Xero.

How can I enable auto-sync from Xero to Salesforce?

Open the mapping list (after selecting your Xero org) and click the setup wheel next to the Xero record type to configure imports/auto-sync.

Can I bulk import Xero records to Salesforce?

Yes. Duration depends on data volume. Add the Xero Id field to list views to distinguish imported vs native records.

How can I bulk sync records from Salesforce to Xero?

Create a Flow to trigger per-record sync. Add Apex Action syncq__SyncQSyncToXE (or your org’s SyncQ action name) and pass the target record Id.

What happens if I delete records in either Xero or in Salesforce — does SyncQ also delete them?

SyncQ doesn’t delete in either system. If you delete in one, remove/clear the counterpart (or the Xero Id) manually in the other.

Does SyncQ support multiple currencies?

Yes. Use a Salesforce picklist (USD, CAD, GBP, etc.) and map it to the appropriate Xero field (Contact currency / transaction currency context). Note: currency rules are governed by Xero’s settings per contact/transaction.

How can I create invoices in different currencies?

Ensure the Contact supports the currency and set the transaction currency in your mapping. Xero will price in that currency; exchange rates/tax handling follow Xero’s rules.

How do I include the shipping amount in an invoice?

Create a dedicated non-inventory Item in Xero (e.g., SHIPPING) and add it as a separate line with the shipping amount. Map that Item from Salesforce line items.

Does SyncQ support Xero tax rates?

Yes. Define tax rates in Xero, import them to Salesforce (e.g., a TaxRate object), and reference them from your transactions/lines via lookups in your mapping.

Can I sync Xero Tracking Categories in line items?

Yes. Import your Tracking Categories/Options to Salesforce, then reference them on lines (e.g., Region, Department) through mapped fields.

My invoice number is blank — how do I auto-number in Xero?

Xero can auto-assign numbers if you don’t pass a specific number. Leave the Invoice Number unmapped/blank in your outbound mapping to allow Xero to assign it.

How does Xero Contact matching work for duplicates?

Xero requires a unique Contact Name. SyncQ compares your mapped Salesforce field (commonly Account Name) with Xero’s Contact Name. On exact match, SyncQ links to the existing Contact; otherwise, a new Contact is created (with a unique Xero Id).

How can I automate syncing from Salesforce to Xero?

Use Flow/Process/Triggers with SyncQ’s Apex actions to push records to Xero. Ensure dependencies are synced first (e.g., Contact and Items before Invoice). Guard against recursion as these are external calls.

Why is the Xero Id not updated after my initial sync?

Allow a short delay for the external call to complete, then reload and check the Xero Sync Status field.

Opportunity totals only (no products) — can I still create Xero invoices?

Xero expects line-level details. Add at least one line item (or auto-generate lines via custom logic) to mirror Xero’s structure before syncing.

Can I sync a Salesforce Account as both customer and supplier?

Yes. Use record types/filters to create separate mappings (e.g., Account → Contact (customer) and Account → Contact (supplier)).

Can I map the same Salesforce object to different Xero transaction types?

Yes (e.g., Opportunity → Invoice and → Credit Note). Custom config may be required — contact support.

Can I map multiple Salesforce objects to one Xero transaction type?

Yes (e.g., Opportunity and Order → Invoice).

My Xero ↔ Salesforce sync works most of the time — why do some records fail?

Usually missing required fields or validation/workflow rules blocking writes. Review the error in “Xero Sync Status,” fix data, and re-try.

How can I give access to my Salesforce for SyncQ troubleshooting?

Click your avatar (top right) → Grant Login Access → set duration for HelloCoder LLP Support. (Classic: Setup → Quick Find “Grant Login Access”.)

How can I email the Invoice from Salesforce?

Use SyncQ’s APIs from a Lightning button/Flow to email Xero invoices via your logic.