Xero and Salesforce, connected both ways

TwoCanConnect for Xero is a native Salesforce app, installed from the Salesforce AppExchange. It runs inside your Salesforce org with no middleware to host, so sales and finance work from the same numbers.

Create in Salesforce, sync to Xero:

• Invoices and repeating invoices from Opportunities out of the box, or from any standard or custom object you set up
• Deposit and milestone invoices: pick a preset such as "Deposit 30%" and every line is scaled to it
• Quotes, saved to Xero as drafts, then marked sent, accepted or declined (Professional plan)
• Purchase orders, one per supplier in a single pass (Advanced plan)
• Invoicing automated with Salesforce Flow (Salesforce Enterprise Edition and above)

See Xero in Salesforce:

• Status, payments and amounts due on every invoice, rolled up to the Account and Opportunity
• Payments both ways
• Credit notes and bills from Xero (Advanced plan)
• Xero PDFs for invoices, quotes, purchase orders and credit notes
• A receivables dashboard and 13 ready-made reports

Set up, or switch:

• A historical sync brings your existing Xero contacts, invoices and payments into Salesforce
• The Matching Tool links Xero contacts, items, invoices and purchase orders to your Salesforce records, with confidence scores
• Switching from another Xero connector? The migration tool keeps your existing links
• Multi-currency, multiple Xero organisations, tracking categories and tax rates
• About 15 minutes to set up, with a guided configuration screen

Pricing:

From A$149 a month, billed annually, with unlimited users and transactions. One Xero organisation is included; more are A$100 a month each. Start with a 14-day free trial, no payment details needed.

Requires Salesforce Professional Edition or above.