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Xero Integration - Kandisa Tech

By Kandisa Technologies

An easy tool to sync your sales and accounting data with Xero

$99   USD/user/year

Discounts available for nonprofits

Try It
Industries
Engineering, Construction, & Real Estate
Healthcare & Life Sciences
High Tech
Business Need
Sales
Integration
Accounting
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud CPQ

Xero Integration by Kandisa offers intuitive integration between Salesforce and Xero allowing one to create & sync invoices, products, manage payment records, and other more handful features. 🗓️ Schedule a demo: https://bit.ly/4iiat4Z

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
To connect to Salesforce, a customer must have a Xero organization.

App Details

Version
KTXero/Xero 1.18.4 1.18.4
Listed On
03/13/2024
Latest Release
06/05/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 15
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/19/2024

Additional Details

Xero for Salesforce is an extremely effective application for integrating Xero Accounting Software capabilities into Salesforce to streamline your Salesforce and Xero accounting workflow and maintain data accuracy. Our tool is loaded with the below needy features: - Create Xero Invoice from Salesforce - Flexibility to decide on branding for invoices - Realtime Sync and access data in both Xero and Salesforce including customers, invoices, payments, products, etc - Email Xero Invoices directly from Salesforce - Download the Invoice in Salesforce or in your local machine - Payment Management of Invoices - Salesforce and Xero Product Sync Options - Reports & Dashboards - Multiple Configuration options to configure tools as per your needs and like - Easy troubleshooting for admins - Easy data management of Xero Data

Need help?

Kandisa Technologies

Mumbai, Maharashtra, India

Please do not hesitate to contact us if you have any issues. You can also attach any relevant files and send them to xero.support@kandisatech.com.

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