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Integrate Xero with Salesforce

No need to juggle two separate systems for your CRM and accounting software. Explore these apps that integrate Salesforce with Xero to help streamline your customer database, automate invoicing activities and more.

How does it work?

When you connect Xero and Salesforce, the two systems sync data and work as one to keep your database and activity records up to date.

What are the key features and benefits?

1. Automate invoicing activity. Generate Xero invoices from Salesforce, create invoices in Salesforce and automatically sync them to Xero and even automate the sending of invoices.

2. Keep your contacts up to date. Create a new contact in one system and see it automatically updated in the other.

3. No more duplication of tasks. Save time and improve the accuracy of your database - apps can automatically populate Salesforce with Xero data and vice versa.

4. Get real-time information. Ensure you and your team are seeing the latest data updates across both systems when you integrate these platforms.

5. Create valuable business insights. Combine Xero’s financial data with Salesforce reports to get more visibility over your business.

  1. Invoicing and jobs, Reporting

    ScaleXP

    5 out of 5 stars
     47
    Invoicing and jobs, Reporting
    The most comprehensive reporting platform for B2B businesses using Xero. Integrate financial and CRM data with automated SaaS metrics, dashboards, and presentations. Automate revenue recognition. Instantly report across currencies, track multiple budgets, and incorporate Tracking Codes.
  2. Accountant tools, Ecommerce

    Carry The One

    5 out of 5 stars
     2
    Accountant tools, Ecommerce
    Connect Shopify, Wix, Squarespace, eBay, Faire, BigCommerce, WooCommerce, OpenCart, PrestaShop, Magento/Adobe Commerce for seamless invoicing and credit notes
  3. Bills and expenses, CRM

    SFX Connect

    Bills and expenses, CRM
    SFX gives you the power to automate and sync Invoices, Bills and Credit Notes across Salesforce and Xero. Quick and easy to configure. Automate your business.
  4. Other, Payments

    Zapier

    3.2 out of 5 stars
     22
    Other, Payments
    Connect Xero to hundreds of the best in breed SaaS applications on the web - drag and drop to create integrations between your favourite applications.
  5. CRM, Invoicing and jobs

    TwoCanConnect

    CRM, Invoicing and jobs
    Two Way Integration and Sync with Salesforce. Sync Contacts, Invoices, Products, Payments, Bills, Purchase Orders, Credit Notes, Quotes and more.
  6. Other

    Appy Pie Connect

    Other
    Connect Xero to hundreds of apps on the web and automate your data flow between third-party apps without any manual work and no coding knowledge.
  7. Accountant tools, Reporting

    Rightworks Connect IQ

    5 out of 5 stars
     1
    Accountant tools, Reporting
    Serve your small business clients more efficiently and level up your advisory services offerings. Rightworks Connect IQ automatically finds insights hiding in Xero sales transactions and provides you and your clients branded reports that drive results.
  8. Custom integration, Reporting

    Skyvia

    Custom integration, Reporting
    Skyvia is a no-code cloud data platform for data integration (ETL, ELT, Reverse ETL), data sync, workflow automation, CSV data loading, building complex data pipelines and its orchestration, sharing data via OData or SQL endpoints, etc. It supports all major cloud apps and relational databases.
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.