Xero Salesforce Integration

Xero Salesforce Integration is a powerful cloud-based application native to Salesforce.

Xero Salesforce Integration image

Xero Salesforce Integration

Xero Salesforce Integration is a powerful native Salesforce application that enables companies to integrate their Xero accounting data with Salesforce CRM. It provides a unified view of their customer data and financial information, eliminating the need to switch between multiple systems and enabling faster, better-informed decisions.

Features Highlights

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Integrate accounting data on Xero to Salesforce

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Integrate a bulk amount of data from Xero to Salesforce

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Synchronize contacts as accounts and contacts in Salesforce

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Real-time synchronization of data from Xero to Salesforce

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Synchronize products and services from Xero to Salesforce

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Synchronize invoices, quotes, and bills from Xero to Salesforce

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Option to schedule daily product import from Xero to Salesforce

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Field Mapping from Xero to Salesforce

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Matching Criteria to prevent record duplication

Xero Salesforce Integration

Benefits of Integrating Xero With Salesforce

01

Enable automatic data transfer between Xero and Salesforce.

02

View customer financial data, invoices, and payment information in Salesforce.

03

Create and send invoices directly from Salesforce, with all invoice details automatically synced to Xero. 

04

Create financial reports that include data from both Xero and Salesforce, simplifying your reporting process.

05

Save time and reduce data inconsistency risks by automating data transfer.

06

Get access to up-to-date financial information in Salesforce.

Plans and Pricing

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

You are planning really big. Let’s work together.

Xero Salesforce Integration

We are fully prepared to develop a tailor-made solution for your business, catering to your specific needs and requirements.

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