Salesforce + Xero, Connected
Bi-directional integration that comes pre-configured and ready to go. Sync contacts, invoices, products, and more with just a few clicks.
Features
Everything you need to keep Salesforce and Xero in sync
The Xero Integration Services app handles the complexity so your team can focus on running the business.
Bi-Directional Sync
Changes in Salesforce push to Xero and vice-versa through webhooks. Your data stays in sync across both platforms automatically.
Pre-Configured Out of the Box
Default field mappings are already set up. Install, connect, and your contacts and invoices start syncing immediately.
Quick 3-Step Setup
Create a Xero Connected App, install from AppExchange, and link your orgs. No complex middleware or custom code required.
Webhook-Driven Updates
Xero webhooks notify Salesforce of every change in real-time, so Salesforce retrieves and stores updates instantly.
Multi-Org Support
Connect multiple Xero organisations to a single Salesforce instance. Perfect for businesses running multiple entities.
Managed Package Security
Delivered as a Salesforce Managed Package with enterprise-grade security, version control, and Salesforce-native architecture.
How It Works
Up and running in minutes, not months
No custom code, no middleware, no consultants needed. Just follow four simple steps.
Create a Xero Connected App
Head to the Xero Developer portal and create a "Connected App". This acts as the secure gatekeeper between your Xero organisation and Salesforce.
Install from AppExchange
Search for "Xero Integration Services" on the Salesforce AppExchange. Install the managed package into your org and follow the on-screen instructions.
Connect & Configure
Open the Xero Setup App in Salesforce, authenticate with Xero, and select which orgs to sync. Default mappings are already configured for you.
Start Syncing
Your data begins flowing bi-directionally. Use the built-in sync buttons or let webhooks handle automatic updates between both platforms.
What Syncs
Comprehensive data mapping between Salesforce and Xero
Standard objects sync out of the box. Add-ons available for additional object types during your trial or via purchase.
Sync customer and supplier information, billing details, payment terms, and contact persons between both platforms.
Create and sync invoices, line items, and statuses. Includes support for tracking categories and custom fields.
Keep your product catalogue in sync with Xero items, including pricing, tax rates, and account codes.
Manage credit notes and their line items across both systems seamlessly.
Sync purchase orders and line items for complete procurement workflow visibility.
FAQ
Frequently asked questions
Get Started
Ready to connect Salesforce and Xero?
Install from the AppExchange and have your integration running in minutes. No code. No consultants. Just results.