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Workato: Advanced Xero Integrations




Listed On


Latest Release



Sync Accounts, Opportunities and Products between Xero and Salesforce

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 100 txn/mo. Starts at $249/mo. Visit:

  • Build powerful integrations that sync your Salesforce and Xero without needing an IT team
  • Salesforce Closed-Won opportunity can create a Xero invoice
  • Automatically update your Accounts in Salesforce and your Customers in Xero whenever there's an update in either app
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


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 0
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System 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!

Support Email and phone are available for users on paid plans. More information here:

Additional Information

Package Name
SF_Xero_Workato / 1.0.0
First Release
Latest Release

Case Studies

Cupertino, California, United States

Workato, an iPaaS leader trusted by over 21,000 organizations, is the only platform for intelligent automations providing enterprise integration, process automation, and a citizen experience, enabling business users and IT to collaborate in order to build, operate and rollout automations without compromising security and governance. The world’s top brands run on Workato including the #1 enterprise collaboration company, #1 bakery cafe chain, #1 big data company, #1 cloud content management company, #1 home improvement company, #1 professional soccer league, and more. For more information visit Supported by Workato:####ADP 2,, Bitbucket, BrickFTP, Chargify, Cisco Spark, Clearbit, Eventbrite, Expensify, Facebook,, Gmail, Google Calendar, Google Drive, Google Sheets, GotoWebinar, HipChat, HubSpot, IBM Watson Workspace, Insightly, Intercom, JIRA Service Desk, LinkedIn, Magento, Outlook, QuickBooks Online, RingCentral, ServiceMax, Smartsheet, Splunk, SteelBrick, Stripe, SurveyMonkey, TaskRay, Trello, Twilio, Watson, and more.