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Connect Salesforce with Xero - Automate your Invoicing

By Cloudtal LTD

Create invoices, track payment status and keep tabs on your finances easily

No Ratings
£97   GBP/company/month

Discounts available for nonprofits

Try It
Business Need
Sales
Productivity
Accounting
Requires
Sales Cloud
Compatible With
Sales Cloud

Create invoices and sync your Xero Accounting information to get a complete view of your finances.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Xero subscription is required

App Details

Version
Xero/Spring 2023 1.31.0
Listed On
05/03/2021
Latest Release
07/26/2023
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
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: 13
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 1
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.
1.15.0
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.
04/22/2021

Additional Details

Once you install the Xero Integration App by Cloudtal, you will be able to: - Create Xero invoices from any Salesforce Object - One-click download and email invoices directly from Salesforce - Track invoice status (Paid, Overdue, Due) - Automatically generate Xero Invoices using Salesforce automation - Sync Accounts, Contacts, Invoices, Purchase Orders, Bills and more - See all historical Xero invoices in Salesforce

Need help?

Cloudtal LTD

Blackburn, United Kingdon

Our support team is here to help you get the most out of your Xero integration. Send us an email to help@cloudtal.com to get started.

Support Phone+441254926 917
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