Xero invoices and purchase orders, inside Salesforce.
Ignyto installed and configured Breadwinner for Xero for Marsden Exhibitions, an exhibition stand design and build company, so the team can view and create invoices and purchase orders in Salesforce — including split invoices raised from opportunities.
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Book a discovery call →Marsden Exhibitions was established in 2003 with the vision of providing exceptional exhibition stand design, build and management services globally.
The business began as Storm Exhibitions, which designed, built and installed its first exhibition stand in 1996. Storm later merged into Marsden Direct Group in 2003 to form Marsden Exhibitions.
The purpose of the project was to install and configure Breadwinner for Xero so the Marsden team could view and create invoices and purchase orders in Salesforce.
Xero contacts, invoices and purchase orders needed to sync between the two systems.
Additional functionality was required around invoice splitting, creating split invoices directly from opportunities.
- Breadwinner for Xero installed and configured against the Salesforce org
- Xero contacts, invoices and purchase orders created and synced
- Split invoices generated from opportunities
- Invoices and purchase orders viewable and creatable inside Salesforce
Salesforce and Xero working as one finance-aware pipeline.
Invoices and purchase orders created and viewed in Salesforce rather than in a separate system.
Split invoices raised straight from the opportunity, which the standard package does not do out of the box.
Xero contacts synced with Salesforce, so finance and sales work from the same records.
“Our experience working with Ignyto on our Xero to Salesforce integration was excellent. The team demonstrated a clear understanding of our needs and implemented the Breadwinner package smoothly and efficiently. Communication was clear throughout the project, and everything was delivered on time. We’re very happy with the outcome and would gladly work with Ignyto again.”
Marsden Exhibitions · Marketing and events
Connected to the systems either side of it.
Salesforce rarely stands alone. On this engagement Ignyto connected it to the systems already running the business, so data moves once rather than being entered twice.
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