Stax Bill’s Salesforce Integration provides two-way synchronization. New customers created in Stax Bill are automatically sent to Salesforce with Stax Bill account fields and subscription data. Information for existing customers, such as status, balance, subscriptions, invoices, and purchases, are synchronized between Stax Bill and Salesforce.
In addition, when customers and subscriptions are created in Salesforce, the catalog and price books are auto-populated by Stax Bill. When the sale is created, Salesforce pushes the data to Stax Bill to create new billing entities in Stax Bill. This is called using Salesforce as a doorway.
You will need the following:
- Administrative access to a Salesforce account with API access (Salesforce Enterprise or Salesforce Professional with API add-on).
- Administrator Access with permissions to settings to the Stax Bill account.
- Identify whether you will set up with a Salesforce Sandbox or Production account.
Please contact support to assist with connecting Salesforce to a Stax Bill staging (stg-admin.staxbill.com) account. Stax Bill sandbox accounts (admin.staxbill.com) do not require this assistance.
Download and Install the Salesforce Integration Package
- Open the Salesforce login page in a web browser and enter your Salesforce login credentials. You may want to consider creating an account used exclusively for the integration to make it easier to identify changes made by the integration (versus other Salesforce users within your company).
- Open the Stax Bill login page in a second browser tab and enter your Stax Bill login credentials.
- In Stax Bill, navigate to Settings > Integrations > Salesforce.
- If Salesforce integration has been enabled for your Stax Bill account, click Create Salesforce Integration. Note: If you see a message directing you to contact Stax Bill Support, your Salesforce Integration is not enabled for your account. It is possible that your Stax Bill agreement does not include the Salesforce plug-in. For more information, contact Stax Bill Support (email@example.com) or Stax Bill Sales (firstname.lastname@example.org).
- The Salesforce Integration Setup page appears. Click Download.
- In the Install Stax Bill page, select the group that should have access to the installed Stax Bill custom objects and components. For most integrations, select Install for All Users.
- Select the checkbox to acknowledge that you are installing a Non-Salesforce Application not authorized for distribution, then click Install.
- In the Approve Third-Party pop-up window, select the SSL Encrypted checkbox and click Continue.
- In the Installation Complete window, click Done.
Note: Installation could take a few minutes to finish.
Stax Bill should now appear in the list of installed packages in the Salesforce Setup (Setup>Platform Tools: Apps>Packaging>Installed Packages).
Authorize Stax Bill to Access the Salesforce Account
- In Stax Bill, navigate to Settings >Integrations >Salesforce; click Authorize.
- Review the information on the Stax Bill Allow Access page and click Allow.
Synchronize the Stax Bill Catalog to the Salesforce Account
If you intend to use the salesforce plugin as a doorway to allow for the automatic creation of customers from Salesforce to Stax Bill, you will need to sync your Stax Bill catalog with salesforce.
When you synchronize your catalog, the catalog will be pushed to Salesforce. Please note that this could take time, depending on the number of products and plans associated with your account.
- In Stax Bill, navigate to Settings > Integrations > Salesforce and click Synchronize.
When synchronization is complete, a confirmation pop-up window opens. Click Close.Data will now be continuously synched in real-time.
Note: If you click Skip, you can turn synchronization on by navigating to Settings > Integrations > Salesforce. In the Configure section, under Stax Bill catalog synchronization with Salesforce, toggle Synchronization to On.
You can change the Default Account Type at any time to Company or Person - this changes what Stax Bill sets as an Account name in Salesforce when a new account is created automatically.
"Person" will send the First and Last name of the customer in Stax Bill as the company name. "Company" will send the Company Name in Stax Bill as the company to Salesforce.
You can also Deactivate and/or Revoke Authorization for the Salesforce plug-in on this screen. "Deactivate" stops many events from sending additional information to Salesforce. "Revoke Authorization" will remove Stax Bill's permission to send information to Salesforce. This will also prompt you on whether or not you want to purge all the Salesforce IDs from entities in Stax Bill.
Note: Images depicted are valid as of March 2, 2021.