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
Select the perfect plan for your business needs. All plans include our core integration features with scalable transaction limits.
Basic
$75
AUD
/Month
5,000 Transactions
Basic Integration Setup
Email Support
Standard Security Features
Premium
$99
AUD
/Month
10,000 Transactions
Advanced integration features
Priority email support
Enhanced security & monitoring
Custom field mapping
Premium+
Custom
10,000+ Transactions ​
Unlimited Transactions ​
Custom development services
Dedicated account manager
24/7 phone support
Custom integrations
Enterprise-grade security