Xero Integration for Salesforce - Create Invoices and Sync Live Financial Data

Sync data effortlessly between Xero and Salesforce

Overview

Streamline your order-to-cash process by automating the flow of customers, invoices, and payments between platforms. Reduce errors, close the gap between sales and accounting, and free your team to focus on what matters most — growing the business.

Your Xero data, inside Salesforce. Contacts, invoices, invoice lines, payments, items, tax rates, tracking categories and branding themes sync automatically, with no manual data entry.
Raise Xero invoices from any record. Add the Xero Invoice Capture component to a record page. Users can see a record's invoices and create a new one without leaving Salesforce.
Automate invoicing with Flow. Built-in Flow actions create Xero contacts and invoices in bulk, so a record can be invoiced the moment it's ready.
Map any standard or custom object. Choose which fields fill the invoice header and lines, and apply Xero tracking categories, using configuration instead of code.
Multiple Xero organisations, one Salesforce org. Connect several Xero tenants, each with its own settings. This suits groups with separate entities or regions.
Invoice links and PDFs, retrieved automatically. Store each invoice's online link so customers can view and pay it, and save the PDF as a Salesforce File that's ready to send.

Conduit for Xero connects Salesforce to Xero, so your sales and finance teams work from the same data. With no more re-keying between systems, there are fewer errors, and invoices go out sooner, so you get paid faster. Contacts, invoices, invoice lines, payments, items, tax rates, tracking categories and branding themes sync automatically, on a schedule you choose. Account managers can see what a customer has been invoiced and what they've paid without asking finance or logging in to Xero, which helps with renewals, follow-ups and collections. Users can raise Xero invoices directly from any Salesforce record using the Xero Invoice Capture component, or you can automate invoicing with built-in Flow actions so invoices are created as soon as a deal is ready. Map any standard or custom object to a Xero contact or invoice without code, and use Account and Product matching to keep records linked correctly across both systems.

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Xero Integration for Salesforce - Create Invoices and Sync Live Financial Data

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