Locating & Inputting the Bank ID for a Salesforce Fund

Modified on Wed, 26 Feb at 3:39 PM

  1. Navigate to back your bank account in Xero and click the title of your bank account
  2. In the URL on the resulting page, copy the bank account ID (all characters after the = sign)
  3. Navigate to Salesforce, then to the corresponding fund page, edit the fund page. Navigate down to the Xero Details section and copy & paste the id into the Xero bank account ID field. Enter the Xero Org name on the 'Xero Org' field and press Save.