Cirrus Insight – Breadwinner Integration
Display Xero or QuickBooks Accounts Receivable in your Inbox
Google Apps / Gmail and Outlook displays Invoice Status
If you use Xero or QuickBooks, and you use Cirrus Insight, then you can instantly see live Accounts Receivable for every Contact in Salesforce, right in your Inbox! So whenever you need to see whether someone has paid their most recent invoice, or whether they are overdue, that information is visible. Take a look a our screenshots below – that’s the rich information you’ll see alongside an email from a customer.
This integration is included at all levels of Breadwinner subscription, and works seamlessly for both Breadwinner for Xero, and Breadwinner for QuickBooks.
Your Salesforce / Cirrus Insight administrator will need to enable this in Cirrus by going to the Cirrus Insight Settings, then Account Dashboard, Applications, and find Breadwinner for Xero or Breadwinner for QuickBooks, and enable them.
Please contact firstname.lastname@example.org for more information about integrating with Breadwinner.