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Xero Integration Services

By Metisphere

Automate Salesforce to Xero invoices & payments natively without middleware

£99   GBP/company/month

Discounts available for nonprofits

Try It
Business Need
Finance
Dashboards & Reports
Accounting
Requires
None
Compatible With
Sales Cloud
B2B Commerce
Experience Cloud

100% Native, Developer-Friendly Xero Sync. Automate invoices, payments, and financial tracking natively within your own Salesforce instance without middleware.

  • Sync Xero & Salesforce with XIS

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
B2B Commerce
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
A valid Xero Account or trial is required

App Details

Version
Xero Integration Services/V4.3.0 4.3.0
Listed On
02/10/2026
Latest Release
05/29/2026
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.
Agentforce
Agentforce 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 More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
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: 16
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 16
App Builder: 0
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.
3.37.0
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.
02/07/2026

Additional Details

Connect Salesforce and Xero natively—without writing a single line of Apex. Xero Integration Services delivers an enterprise-grade quote-to-cash workflow right out of the box. With an intuitive, pre-configured setup wizard, you can link your Salesforce and Xero environments in just a few short clicks and start syncing financial data immediately. Zero Middleware. Zero External Data Footprint. Unlike rigid integration platforms, your highly sensitive financial data never leaves your control. Because our architecture uses no third-party middleware, 100% of your data remains securely contained within your own Salesforce and Xero instances. 100% Salesforce Native Control: - Standard Reporting: Effortlessly run standard Salesforce Reports and Dashboards on your accounting and invoice data. - Native Security: Use your existing Salesforce Profiles, Roles, and Permission Sets to strictly control data visibility and access. - Infinite Flexibility: Seamlessly map custom fields and track invoice status in real time.

Need help?

Metisphere

London, United Kingdom

Please email xero@metisphere.co.uk to log any bugs, general Salesforce support is not available via the app.

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