1. Go to “Workflows” from Dashboard.
2. Select as follows and click on “Create” button to create the workflow.
3. You will be redirect to workflow edit screen.
4. Change the name of the workflow as your wish.
5. Authorize Xero and Salesforce account. If it is already done then just click on “Continue” button and proceed to next step.
6. Type and Select “Invoice” object from the drop-down list and click on “Continue” button.
7. Click on “Test-trigger” button and test your data from Salesforce.
8. Select the invoice from drop-down list you need to create or update in Xero and click on “Continue” button.
9. Enable outbound messaging for your flow by clicking on “Enable Webhook“ button.
10. Copy this URL and set it to the endpoint URL field in Salesforce outbound messaging configuration.
11. For Updating, login to Salesforce and go to Salesforce outbound messages section and add new by clicking on “New Outbound Message” button.
12. You need to fill up all required fields and Remember “Send Session ID” must be checked, “Selected Fields” must be “Id” property and the most importantly, paste your copied url in “Endpoint URL” field.
13. In the workflow edit screen, Now go to next process and select as below and then click on “Continue” button.
14. Find data and click on “Continue” button to next process.
15. Fill up the fields in the form and click on “Continue” button.
16. Fill up the return mapping and click on “Continue” button.
