---
title: Salesforce Case Study | PK Enterprises Invoice Automation for Logistics Using Salesforce & Xero | Tirnav Solutions
description: PK Enterprises automated invoice management for logistics using Salesforce and Xero, integrating ETL tools to process invoices from major shipping providers, reducing manual effort and improving accuracy.
canonical: https://tirnav.com/case-study/salesforce/logistics/pk-enterprises-invoice-automation
---

![Salesforce dashboard showcasing PK Enterprises' automated invoice management system](https://tirnav.com/pk-hero.avif)

# EDI Invoice Automation with Salesforce, Slack, Xero & Heroku

PK Enterprises - CanadaLogisticsSalesforce Integration3 Resources6 Months

## Challenges

-   •
    
    **Manual Invoice Management:** PK Enterprises was manually downloading EDI invoices from multiple shipping providers (FedEx, UPS, Canpar, Purolator, Flashbox), grouping them by customer, and generating invoices in Xero. This process was time-consuming and prone to errors.
    
-   •
    
    **Inefficient Data Handling:** The manual handling of invoice data was inefficient, increasing the workload on staff and causing delays in invoicing.
    
-   •
    
    **Lack of Automation:** Without a fully automated solution, the invoicing process lacked scalability, making it difficult to keep up with growing order volumes and customer demands.
    
-   •
    
    **Inconsistent Data Entry:** Errors in manual data entry could lead to inconsistencies and inaccuracies in financial records, affecting overall business operations.
    

## Tools & Technologies

SalesforceJava SpringBootApexLWCFlowBulk API v2.0PostgresHerokuXero

## Solution

-   1
    
    **Automated Invoice Download:** Automatically downloaded EDI invoices via SFTP, streamlining data collection from all major shipping providers like
    
    -   UPS
    -   FedEx
    -   Canpar
    -   Purolator
    -   FlashBox
    -   Fleetoptics
    
-   2
    
    **Custom ETL Tool Development:** Developed a custom ETL (Extract, Transform, Load) tool using Java Spring Boot to automatically download EDI invoices from multiple shipping service providers via SFTP. This reduced manual effort and increased data accuracy.
    
-   3
    
    **Automated Invoice Generation:** The system automatically processed the cleaned data and created invoices in Xero using the Xero API, eliminating the need for manual invoice creation.
    
-   4
    
    **Salesforce Integration:** Integrated the ETL tool with Salesforce using Bulk API v2, ensuring seamless data transfer and better tracking of customer invoices.
    
-   5
    
    **Data Storage on Heroku:** Implemented a PostgreSQL database on Heroku to store the invoice data, ensuring scalability and secure storage.
    
-   6
    
    **Custom LWC Component:** Developed a custom LWC (Lightning Web Component) in Salesforce for real-time viewing of pending invoices, enhancing visibility and tracking for customer service teams.
    
-   7
    
    **CI/CD:** Implemented CI/CD and DevOps for deploying the ETL tool on Heroku.
    
-   8
    
    **Automated Slack Notifications:** Set up automated Slack notifications for invoice generation and updates, ensuring timely communication with customers.
    

“

4.9/5

The automation solution drastically reduced our manual workload and improved accuracy. The team was professional and delivered exactly what we needed.

Paul \- CEO

[Read full review on AppExchange](https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=94def745-3d09-4166-9602-1c27e10d94d4&revId=a6HHu000002BYxUMAW "Read full review by Paul on Salesforce AppExchange")

Are you too facing challenges with manual invoice management from multiple Shipping Provider? [Learn more about our Salesforce Integration service.](https://tirnav.com/services/salesforce)

Inspired by This Success Story?

### Company Info

-   Name:PK Enterprises
-   Location:Canada
-   Industry:Logistics
-   [Visit Website](https://pk.enterprises)

### Project Details

-   Duration:6 Months
-   Type:Salesforce Integration
-   Resource:3

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