No need to juggle two separate systems for your CRM and accounting software. Explore these apps that integrate Salesforce with Xero to streamline workflows, automate invoicing, and provide a single, accurate view of your customer and financial data.

How does a Salesforce integration with Xero work?

Connecting Salesforce and Xero allows you to automate workflows and keep your customer and financial data in sync. When you integrate the two, a dedicated app handles the transfer of information between the platforms. This eliminates the need for manual data entry and reduces the risk of human error.

For example, a new sales opportunity in Salesforce can automatically trigger the creation of an invoice in Xero, or a paid invoice in Xero can update a customer's record in Salesforce. The integration ensures that both your sales and accounting teams are working with the same, up-to-date information, giving you a comprehensive view of your business performance.

What are the key features and benefits?

• 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.

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

• 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.

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

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

Find your fit

Every app that connects Salesforce to Xero can be different. To learn more, browse through the apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.