Xero Salesforce Integration is a powerful cloud-based application native to Salesforce.
Xero Salesforce Integration is a powerful cloud-based application native to Salesforce, which enables companies to quickly and easily integrate their Xero accounting data with Salesforce CRM. This powerful integration provides companies with a single, unified view of their customer data and financial information, eliminating the need to switch between multiple systems and allowing them to make faster and better-informed decisions. With Xero Salesforce Integration, companies can easily synchronize contacts, products and services, invoices, quotes, and bills from Xero to Salesforce. The application also offers field mapping, matching criteria to prevent record duplication, and the ability to schedule daily product imports from Xero to Salesforce. This makes it easy to move large amounts of data quickly and accurately, ensuring that your data is up-to-date and consistent across both systems. Overall, it is a great way to streamline the flow of information between your Xero accounting system and Salesforce CRM. Simplifying the synchronization process makes it easier for companies to get the most out of their data, improving the efficiency and accuracy of their decision-making. The application can be purchased, installed, and configured in Salesforce Org, with the configuration including object settings, field mapping, and matching criteria to ensure successful synchronization of data in real-time, or daily. You can check out the User Guide of Xero Salesforce Connector to do the installation, and configuration easily.
Integrate accounting data on Xero to Salesforce
Integrate bulk amount of data from Xero to Salesforce
Synchronize contacts as accounts and contacts in Salesforce
Real-time synchronization of data from Xero to Salesforce
Synchronize products and services from Xero to Salesforce
Synchronize invoices, quotes, and bills from Xero to Salesforce
Option to schedule daily product import from Xero to Salesforce
Field Mapping from Xero to Salesforce
Matching Criteria to prevent record duplication
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Free
(Trial Plan)
App license per User per Org
$ 20
(Monthly)
App license per User per Org
$ 200
(Yearly)
App license per User per Org
Customize Plan
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