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Integrate Xero with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Xero and Salesforce

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  • Lightning Fast Setup
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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Xero and Salesforce Integrations

  • Xero Integration Salesforce Integration

    Xero + Salesforce

    Create Lead to Salesforce from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesforce Integration Create Lead
  • Xero Integration Salesforce Integration

    Xero + Salesforce

    Create Custom Object to Salesforce from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Xero Integration Salesforce Integration

    Xero + Salesforce

    Create Contact to Salesforce from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesforce Integration Create Contact
  • Xero Integration Salesforce Integration

    Xero + Salesforce

    Update Contact in Salesforce when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesforce Integration Update Contact
  • Xero Integration Salesforce Integration

    Xero + Salesforce

    Update Custom Object in Salesforce when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + Salesforce in easier way

It's easy to connect Xero + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Salesforce Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Salesforce

Coined as “the world’s leading cloud accounting software”, Xero is a New Zealand based company that delivers online accounting software. It is a cloud based platform and works on an online model. This is an online bookkeeping software with thousands of businesses using it globally. It has been designed for small businesses to manage their finances, track their income and expenses.

Integration of Xero and Salesforce

With the integration of Xero and Salesforce, companies can now manage their accounts easily and efficiently. Since both Salesforce and Xero are cloud-based applications, this integration is seamless. With this integration, companies can seamlessly move transactions from Xero to Salesforce and vice-versa. With this integration, there is no need to move data from app to app.

Benefits of Integration

Integration of Xero and Salesforce creates a bridge between the two platforms, allowing users to see financial data all in one place. This is especially helpful for small businesses that need to monitor the performance of their business on one platform. There are many benefits of integration of Xero and Salesforce.

  • Data Synchronization – Users of Xero can transfer data to salesforce automatically, based on user created rule sets. Thus, you do not have to do manual data entry work on Salesforce or Xero and save time by setting up multiple rules which will be executed automatically when the transaction happens in either system. This is not just limited to updating data but also includes creating new records in Salesforce and sometimes even deleting records from Salesforce if they are found to be outdated or redundant in Xero.
  • Data Integrity – Both Salesforce and Xero offer user defined rules for syncing your data between the two systems. In order words it’s possible to define your own business processes for how you want your data to flow between the two systems. This ensures that all your data is accurate and relevant.
  • Improved Communications – With this integration, it becomes easy for sales teams to share their daily activities and updates from Salesforce using email, phone calls or any other communication channel available to them. This reduces the time-consuming process of manual data entry into Xero. This also helps sales teams save time by being able to cplaboratively work on tasks in real time.
  • Flexibility – With integration of Xero and Salesforce, users can get the best of both worlds. They can use the flexibility of Salesforce while enjoying the ease of use offered by Xero. This helps users get better visibility on their business and make better decisions.
  • Security – You need not worry about security issues with this integration since both Salesforce and Xero are secure cloud based platforms that offer enough security measures for your business data. However it is important to keep your passwords strong and if possible seek advice from experts on how to keep your data safe.

  • Benefits of Integration
  • Integration of Xero and Salesforce has several benefits for businesses:

    • Provides insights about your customers – The data from both these platforms can be used to create reports which will help you understand more about your customers. In addition, you can use these reports to plan future strategies for your company’s growth.
    • Helps you build better relationships with your customers – The information about your customers provided by Xero can be used by sales teams through various portals such as social media pages or emails. The information provided by Xero will help sales team engage with customers at a much higher level than before. You can also use this information to grow your customer base by creating marketing material targeted at specific customer groups. Integration of Xero with Salesforce means that you have access to a wide range of information that can help you better understand your customers and thus manage them better.

    The process to integrate Xero and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.