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Workato: Advanced Xero Integrations

Sync Accounts, Opportunities and Products between Xero and Salesforce

No Ratings
Freemium  

Payment required to increase usage, users, or features

Business Need
Integration

Workato is an enterprise-class, integration and automation platform that is trusted by over 21,000 businesses. Keep Salesforce and Xero in sync (bi-directional) without a need for IT. FREE 30-day trial. Visit: www.workato.com/pricing.

  • Salesforce to Xero Integration Powered by Workato

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
This is a cloud integration platform, no configuration is required to perform any form of integration on the cloud. On-Premise integrations will require additional configurations - please contact us to learn more!

App Details

Version
sf_xero_workato/SF_Xero_Workato 1.0.0
Listed On
04/19/2017
Latest Release
03/03/2022
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/19/2017

Additional Details

Workato also provides Integration Services to help you with all of your integration needs. Feel free to contact us for more information on any integration issues you're facing or use cases you need help crafting. Integrations Included in this package: 1. Sync Xero Items with Salesforce Products 2. Sync Salesforce Products with Xero Items 3. Sync Xero contacts with accounts in Salesforce 4. Sync Salesforce accounts with Xero Contact 5. Salesforce Closed-Won opportunity creates Xero invoice 6. Paid invoices in Xero updates payment status of corresponding Salesforce opportunities

Need help?

Workato

Mountain View, California, United States

Email and phone are available for users on paid plans. More information here: https://www.workato.com/support

Support Phone(844) GO-WORKATO
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