TwoCanConnect: Xero Integration for Salesforce
Two-way Xero sync for invoices, payments, quotes and purchase orders
Overview
Raise Xero invoices, quotes and purchase orders from Salesforce, and see status and payments come back automatically. Native, two-way, no middleware. Historical sync and account matching included.
Invoice from Salesforce, get paid in Xero. Build Xero invoices from an Opportunity or almost any other object, with line items taken from your products. Status, payments and overdue alerts flow back, so sales see what's paid without asking accounts.
Bring your history, match your customers. A historical sync brings existing Xero contacts, invoices and payments into Salesforce. The Matching Tool links them to your Accounts with confidence scores, so you confirm matches rather than hunt for them.
Native, no code, about 15 minutes to set up. Runs entirely inside Salesforce with no middleware to host. A guided configuration screen covers connection, sync settings and permissions. Unlimited users and transactions on every plan.
TwoCanConnect for Xero connects Salesforce and Xero natively: a managed package inside your org, with no middleware to host. Create in Salesforce, sync to Xero • Invoices and repeating invoices from Opportunities or almost any other object • Quotes, saved as drafts, then marked sent, accepted or declined (Professional plan) • Purchase orders, one per supplier (Advanced plan) See Xero in Salesforce • Status, amounts due and overdue flags on every invoice • Payments both ways; credit notes and bills from Xero (Advanced plan) • Xero PDFs, a receivables dashboard and 13 reports Set up, or switch • Historical sync, and a Matching Tool for contacts, products, invoices and purchase orders • Moving from another Xero connector? Your existing links are kept • Multi-currency, multiple Xero organisations, tracking categories and tax rates • Run the sync as a dedicated integration user (Enterprise Edition and above) From AUD $149 a month, billed annually, with unlimited users and transactions. One Xero organisation included; more are AUD $100 a month each. Free trial, no card needed. Salesforce Professional Edition and above.
Categories
- Business Needs
- FinanceIntegrationAccounting
- Personas
- AdministratorBusiness UserExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile