OUR PRODUCTS

Salesforce and

Xero Integration

Our Salesforce and Xero connector seamlessly bridges the gap between your CRM and accounting systems, ensuring your sales and finance teams stay aligned in real time.

Automatically sync accounts, invoices, payments, and contacts between Salesforce and Xero with ease. This powerful integration eliminates double data entry, reduces errors, and gives you a complete view of your customer and financial data in one place.

Whether you’re managing B2B transactions, tracking payment status, or generating invoices from closed deals, our connector simplifies the process, saving time and improving accuracy across your business.

We also support custom processes and configurations tailored to your specific workflows, as long as they’re supported by the Salesforce and Xero APIs. This flexibility ensures your integration works the way your business does.

Features & Benefits

Seamless sync of accounts, invoices, and payments

Real-time data updates between Salesforce and Xero

Support for custom workflows and field mappings

Simple setup with ongoing expert support

Elimination of manual data entry and reconciliation

Improved visibility across sales and finance functions

Secure, reliable integration built on platform APIs

USE CASES

Automatic Invoice Creation
from Closed Deals

When a deal is marked as closed in Salesforce, the connector automatically creates a corresponding invoice in Xero using mapped fields—saving time and ensuring accurate financial records.

Real-Time Payment Status
Updates for Sales Teams​

Payments recorded in Xero are synced back to Salesforce, allowing sales and account managers to see up-to-date payment statuses without leaving their CRM.

Customised Workflow
Support for Complex Billing Models​

Payments recorded in Xero are synced back to Salesforce, allowing sales and account managers to see up-to-date payment statuses without leaving their CRM.

Unified Customer Records
Across Systems​

Customer data created or updated in Salesforce is reflected in Xero (and vice versa), keeping both platforms aligned and eliminating data silos between sales and finance.

Choose Your Plan

Basic

$75

AUD/Month

5,000 Transactions

Premium

$99

AUD/Month

10,000 Transactions

Premium+

10,000+ Transactions

Custom Development