Salesforce to Xero
SalesforceOpportunity won
XeroInvoice created
XeroInvoice paid
SalesforceStatus updated
✓
INV-0482 syncedPaid status back on the opportunity
Salesforce and Xero integration

Salesforce and Xero integration, built around how you invoice

Connect Salesforce to Xero so won opportunities become Xero invoices, and sales users can see what has been paid. We build the integration inside your Salesforce org, around your rules.

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The problem

Why connect Salesforce to Xero?

Sales works in Salesforce. Finance works in Xero. Without a link, someone retypes every won opportunity as an invoice, and sales users can't see who has paid.

That means double entry, mistakes on invoices, and awkward calls to customers who already paid.

What a good integration does

  • Creates or matches the Xero contact when an opportunity is won
  • Builds the Xero invoice from opportunity products or a quote, line by line
  • Applies the right tax rate for each customer and product
  • Writes the invoice number, amount due and paid status back to Salesforce
  • Stops duplicate contacts appearing in Xero
Why Xero

Xero is a strong finance platform. Keep it.

Xero is a full accounting system with a strong, well-documented API. It has its own ecosystem too, with more than 1,000 apps in the Xero App Store for payments, payroll, inventory and reporting.

Your accountant probably already uses it. So we connect Salesforce to Xero and let each system do the job it is best at.

What Xero's API lets us connect

  • Contacts
  • Invoices and credit notes
  • Items and price lists
  • Payments and amounts due
  • Tax rates and tracking categories
How it works

How a Salesforce to Xero integration works

Salesforce owns the sale. Xero owns the money. Data moves between them automatically.

Salesforce

Account, opportunity, products and quote

Your integration

Apex and Flow in your org, calling Xero's API with your rules for tax, accounts and tracking

Xero

Contact and invoice created

Back in Salesforce

Invoice number, amount due and paid status
Our approach

We build the integration ourselves

Ready-made connectors charge a recurring subscription. They also only sync the processes and data their developer chose to support. Your invoicing rarely fits that.

So we build the Salesforce to Xero integration inside your Salesforce org. You decide which opportunities get invoiced, how each line is built, which tax rate applies and which Xero organisation it goes to. There is no connector subscription to pay each month.

How we build it

  • Map which system owns each piece of data before we build
  • Build with Apex and Flow, connecting to Xero through its secure OAuth 2.0 login
  • Test with real records in a Salesforce sandbox
  • Log every sync in Salesforce, with alerts when a record fails
  • Hand over documentation of what moves, when and why

Using Zoho CRM, SugarAI or HubSpot?

We build Xero integrations for those too. Zoho CRM to Xero is the one we are asked for most.

Zoho CRM and XeroCRM and ERP integration
Ongoing support

Keep your integration looked after

A fixed monthly fee for fixes, user changes and consultancy days. Move the sliders to find your plan.

15
1

Silver

£550 / month
For teams up to 20 users
  • Fair-use support requests each month
  • 1 consultancy day a month (7 hours)
  • Support 9am to 5pm
  • 5% off project work
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Room to grow

Gold

£900 / month
For growing teams up to 50 users
  • Fair-use support requests each month
  • 2 consultancy days a month (14 hours)
  • Support 9am to 5pm
  • 10% off project work
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Platinum

Bespoke
For larger or multi-platform setups
  • Flexible users and request volume
  • Consultancy days to suit you
  • Support 9am to 5pm
  • 15% off project work
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Unused consultancy days carry over, up to 10 days. How the managed service works

FAQ

Salesforce and Xero questions

Does Salesforce integrate with Xero?
Yes. Ready-made connectors exist, but they charge a recurring fee and only cover certain processes and data. We build custom integrations inside your Salesforce org so the rules match how you invoice.
Can a won opportunity create a Xero invoice automatically?
Yes. When an opportunity is won, the integration creates or matches the Xero contact and builds the invoice from the opportunity products or quote.
Can sales users see if an invoice is paid?
Yes. The invoice number, amount due and paid status are written back to the opportunity or account, so sales users see it without logging into Xero.
Can the integration handle different VAT rates?
Yes. We map Salesforce products and customers to Xero tax rates, including EU reverse charge.
Can you connect Salesforce to more than one Xero organisation?
Yes. We set rules for which Xero organisation each invoice goes to, for example by brand, region or company.
Which Salesforce edition do I need?
We check your edition on the first call, because it affects which build options are available.
What does it cost?
We quote a fixed price after we review how you invoice today.

Connect Salesforce to Xero

Book a free call. Show us how you invoice today and we will tell you what the integration needs to do.

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