Xero Integration Services
Automate Salesforce to Xero invoices & payments natively without middleware
Overview
100% Native, Developer-Friendly Xero Sync. Automate invoices, payments, and financial tracking natively within your own Salesforce instance without middleware.
NO MIDDLEWARE, NO EXTRA FEES Run your entire Xero sync natively within Salesforce. Your data never sits on a third-party server, ensuring maximum speed and security.
ZERO EXTERNAL DATA FOOTPRINT Protect sensitive financial data. Because there is no external database, 100% of your accounting records remain strictly inside your own instances.
CUSTOM FIELD MAPPING Skip the custom code. Easily map standard or custom Salesforce objects, fields, and unique tracking categories directly to Xero Invoice fields.
SETUP WIZARD Go live in minutes. An intuitive, step-by-step setup interface makes it incredibly simple for Salesforce Admins to establish a stable sync.
STANDARD PROFILE & ROLE SECURITY Control financial visibility across your org using standard Salesforce Profiles, Roles, and Permission Sets without complex configurations.
SEAMLESS REPORTING Build powerful dashboards and run standard reports directly on your real-time Xero accounting and invoice data natively in Salesforce.
CORE AUTOMATION Instantly generate draft or approved Xero invoices from any Object, track real-time payment status, and accelerate cash flow.
BUILT FOR GROWTH Enjoy enterprise-grade syncing capabilities with transparent, predictable pricing designed to scale effortlessly alongside your business.
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.
Categories
- Business Needs
- FinanceDashboards & ReportsAccounting
- Personas
- Business UserExecutiveOther
- 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.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed 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 AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile