Salesforce and Xero are two powerful software systems that can greatly benefit businesses in different ways. Salesforce is a customer relationship management (CRM) platform that helps companies manage their sales, marketing, and customer service activities. On the other hand, Xero is a cloud-based accounting software that simplifies financial management tasks. Integrating Salesforce with Xero can streamline business processes and improve efficiency. In this article, we will explore the benefits of Salesforce to Xero integration and provide step-by-step instructions on how to set it up.

What is Salesforce to Xero integration?

Salesforce to Xero integration is the process of linking these two software-as-a-service platforms to facilitate the exchange of data between them. This integration enables businesses to synchronise customer and financial information between Salesforce and Xero, eliminating the need for manual data entry and reducing the chances of errors.

Why should you integrate Salesforce with Xero?

Integrating Salesforce with Xero offers several benefits for businesses:

Improved efficiency: By automating the transfer of customer and financial data, businesses can save time and reduce the risk of errors associated with manual data entry.

Streamlined processes: Integration allows for real-time synchronisation of data, ensuring that all teams have access to up-to-date information. This can improve collaboration and streamline workflows.

Enhanced visibility: Integration provides a holistic view of customer and financial data in both Salesforce and Xero, enabling better decision-making and more accurate forecasting.

Better customer experience: With integrated systems, businesses can provide a seamless experience to customers by having access to their complete history and financial information in one place.

How to set up Salesforce to Xero integration?

Setting up Salesforce to Xero integration involves the following steps:

Step 1:

Choose an integration tool: Several integration tools are available in the market that facilitate the connection between Salesforce and Xero. Research and select the one that best suits your business needs.

Step 2:

Install the integration tool: Once you have chosen an integration tool, follow the provided instructions to install it in your Salesforce and Xero accounts.

Step 3:

Configure the integration: Configure the integration tool to define the data mappings and synchronisation settings after installation. This includes selecting the Salesforce objects and Xero fields you want to sync.

Step 4:

Test the integration: Before fully implementing the integration, conduct thorough testing to ensure that data is being transferred accurately between Salesforce and Xero.

Step 5:

Go live: Once testing is complete and you are satisfied with the results, activate the integration and benefit from the seamless data exchange between Salesforce and Xero.

Best practices for Salesforce to Xero integration:

To ensure a successful integration, consider the following best practices:

Clearly define data mapping: Take the time to understand the data structure and requirements of both Salesforce and Xero. Clearly explain how different fields and objects should be mapped to avoid confusion or inconsistencies.

Regularly review and update integration settings: As your business grows and evolves, review and update the integration settings to align with any changes in your processes or data requirements.

Monitor data synchronisation: Keep an eye on data synchronisation processes to promptly identify and resolve any potential issues. Regularly check that data is being transferred accurately and promptly.


Integrating Salesforce with Xero can significantly improve business processes, increase efficiency, and enhance the overall customer experience. By following the step-by-step instructions outlined in this blog post, businesses can seamlessly connect these two powerful SaaS platforms and unlock the full potential of their data. With Salesforce to Xero integration, businesses can streamline their operations, gain better customer and financial information visibility, and ultimately drive growth and success.

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