Integrate Salesforce and Xero with SFX

Great on-boarding and solution

The SFX team have been very good at working with us to understand our setup and develop the right integration solution for us. always friendly, with a "can do" attitude. nothing was too much! We enjoyed the onboarding and solution development experience and would highly recommend it to others.

Where sales (Salesforce) meets finance (Xero) — seamlessly.

SFX Connect is a powerful yet simple app that connects Xero with Salesforce, enabling seamless two-way data flow. As a Salesforce Implementation Partner, we have found it to be a cost-effective and time-saving solution for clients, reducing manual effort and ensuring accurate financial visibility. The app is easy to install and allows invoices to be created directly in Salesforce. With synchronised updates, sales teams can see when invoices are paid, supporting a true 360-degree client view and strengthening customer relationships. Its flexibility across both single and multi-org environments makes it scalable and adaptable to varied client needs. Just as importantly, the support team behind SFX Connect is highly responsive, resolving issues quickly and effectively. In short, SFX Connect combines ease of use, robust functionality, and excellent support, making it an indispensable integration tool that enhances efficiency across sales and finance.

Streamlined Xero Integration & Outstanding Support !

We are actively in the process of finalising implementation of SFX to connect our Salesforce and Xero environments and couldn’t be happier so far. The ability to align invoicing, payment terms, and automation flows across systems will help us tighten up our payment terms & ensure consistency across the board. What has been the standout for us is the support throughout this process — responsive, solution-focused, and consultative. John, Sandeep and the team have been incredibly helpful in navigating some complex workflows & previously clunky& inefficient custom builds. They supported us to simplify our processes by tailoring the solution to our evolving business needs & our overall objective to connect the financial element of our operations to every opportunity within Salesforce. Highly recommend SFX & the team at Riverdale behind the integration tool for any business looking to streamline financial operations within Salesforce.

Good Package for Integration with Xero

Good app which helps us sync sales and accounting data from Salesforce to Xero. great customer support for integrations and updates as they arise.

Great package for SME Xero <-> Salesforce inregration

Does what it says on the can! Works exactly as expected and the support is great, they even customised our deployment to suit our business needs and were happy to do it at no extra cost. They're always happy to jump on a call if I need help with anything, and Support has a deep knowledge of the Salesforce environment and come up with creative solutions to make things work for us

Good intergration with Xero and great support

The app helped us integrate Xero to Salesforce very efficiently and even helped us back date information to sync so nothing was lost. The support team were very helpful with the whole process and made the switch very easy. Once the system was installed it has helped us track information more efficiently and has made automated invoice creation a simple task.

Excellent Salesforce and Xero Integration Package for SMEs

Thrilled with the seamless integration that SFX provides between Salesforce and Xero. This package is a game-changer for our business, allowing us to effortlessly sync data, streamline workflows, and enhance our financial processes. The user-friendly setup and real-time updates have greatly improved our efficiency and accuracy. SFX's robust features and reliable performance make it an invaluable asset, helping us stay on top of our sales and financial activities. Highly impressed with the ease of use and the comprehensive support offered. SFX is undoubtedly a must-have for businesses seeking a top-notch Salesforce-Xero integration. highly recommended for SME's.

Not free and kept disconnecting from Xero

We are a non-profit organization looking to link Xero with Salesforce Non-Profit. SFX app show "No Payment Ever". I installed the SFX app an tried to connect to Xero. SFX has a big bar at the top stating that it is a 14 day trial. A trial app is not a free app! I connected Xero several times and SFX kept showing that Xero was disconnected. This app did not work for me to integrate Salesforce and Xero and the marketing is misleading. I unistalled.

Ease of use and technical support...fantastic!

The support to get SFX up and running was outstanding. The team is patient and really tries to understand your business needs. Once installed, we didn't have any surprises or errors to be concerned about. We would come back to SFX with questions and they answered them promptly and completely. If you don't have Xero connected to Salesforce yet, this is the team you want to talk to.

Integrating Xero with Salesforce creates an awesome SME ERP Package

The team behind the Riverdale's SFX Integration Tool have excelled in producing a solid and reliable program. This application streamlines two core business functions that can be completed within the native Salesforce environment. Firstly, closing a Salesforce Sales (opportunity) job with a Xero generated Invoice, that can be emailed, saved within and with out leaving Salesforce is a major time saver. Second, managing incoming Bills from suppliers that can be simply captured and recorded (worked flow back to Xero) adds additional time saving processes. Overall very happy to have found and adapted this tool into our Salesforce Environment.