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Xero Integration Services
Automate Salesforce to Xero invoices & payments natively without middleware
- Business Need
- FinanceDashboards & ReportsAccounting
- Requires
- None
- Compatible With
- Sales CloudB2B CommerceExperience Cloud
100% Native, Developer-Friendly Xero Sync. Automate invoices, payments, and financial tracking natively within your own Salesforce instance without middleware.
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Showing 4 of 4 Reviews
Great product
The two-way sync has transformed how we handle invoicing and billing, what used to take time and manual effort now happens in the background without us having to think about it. When we decided to expand how we were using it, the support team made the whole process straightforward. Genuinely one of the smoothest parts of our operations.
Excellent integration - would recommend
We’ve been using this Salesforce–Xero integration since we first implemented Salesforce for our organisation and it’s been so good, we don’t even think about it. True testament to something that works well is that you hardly know its there! The two way sync functionality is amazing, and makes the invoice generation and billing process seamless. When we were looking to enhance the way we use the tool, the team were brilliant to work with.
Fantastic tool to simplify invoicing and improve our processes
We’ve been using this Salesforce–Xero integration for many months now, and it’s been a game changer for how we manage invoicing. The bi-directional sync works exactly as promised—closing a deal in Salesforce automatically generates accurate invoices in Xero, and payment statuses flow straight back into Salesforce. This has eliminated the need for manual data entry and removed a huge amount of duplication and potential for error. From an operational perspective, it’s significantly improved efficiency—invoice turnaround times are faster, reporting is more accurate.The visibility of financial data directly within Salesforce also helps client conversations more effectively. Overall, I’d highly recommend this to any business.
Fantastic tool to link Xero & Salesforce. Our business has grown 100k turnover to 2million and t
Hi, We've used breadwinner in the past and this app for the past 5 years. We found this tool much easier to configure and only needed support once and when we did it the team were responsive and solved the issue. We handle thousands of invoices and have no issues. It does exactly what you need.