Salesforce Export

Nanonets integrates directly with Salesforce so you can sync transactions directly to your accounting system.

How to setup the Salesforce integration

1. Click on the Salesforce card in your Workflow
2. Click on Sign in to Salesforce
3. Enter your Salesforce credentials
4. Back on the Nanonets Salesforce card, map the Nanonets fields to the corresponding columns in Salesforce.
   Eg: The Invoice_number captured in Nanonets should be populated under 'Invoice ID' in Salesforce. To link these two entities, they need to be mapped in the Nanonets export modal.
5. Select an Export Trigger:
   1. The file can be exported as soon as it is processed OR
   2. The file can be exported only if marked Approved
6. Click on Done.

Now, you should be ready to review and automatically export files!