Featured industry solutions
Simple to configure, built for how you work.
Connect Salesforce and Xero in minutes. Flexible settings let you tailor invoices, credit notes, and sync behaviour to your business.
Connect Salesforce and Xero in minutes. Flexible settings let you tailor invoices, credit notes, and sync behaviour to your business.
Prepopulated data and structured workflows keep your records accurate
Configure tracking categories, revenue codes, and tax codes to match your processes exactly
Invoice Management
Create, sync, and manage invoices without leaving Salesforce. Generate invoices from Orders, Opportunities, or custom objects, and keep Xero in sync.
Prepopulated line items while invoice creation and reduce input errors
Xero payment records are replicated back to Salesforce from Xero
Allows you to configure your tracking categories, revenue codes, and tax codes
Generate invoices for both AP and AR
Void invoices directly from Salesforce
Bulk invoicing to create and sync multiple invoices
Credit Note Management with Rebates
Full credit note control for AP, AR, or both. Take full control of credit notes with a solution designed for both accounts payable and accounts receivable.
Create, void, sync, and allocate credit notes against invoices from Salesforce
Prepopulated line items for faster, error-free credit note creation
Generate credit notes for AP and AR simultaneously, or independently
Supports rebate workflows
Customer Financial Overview and Communication
Get a full financial picture without leaving Salesforce. Bring Xero data into Salesforce so sales, finance, and ops can work from the same source of truth.
Create Xero contacts directly from Salesforce
Track invoice status in real time: overdue, due, and paid
Download and email Xero invoices as PDF without leaving Salesforce
Use built-in Salesforce email templates for professional emails
Support for multiple CC and BCC recipients per invoice email
Bring your entire Xero history into Salesforce.
Import your full transaction history from Xero and sync it against the right accounts in Salesforce. From day one, your team gets a complete view of every customer’s invoice, payments, and credit notes, without any manual data migration.
Xero contacts mapped to existing Salesforce accounts and contacts, keeping your data clean and connected
Choose how far back to import. Sync 12 months or your entire Xero history, based on what your team needs
Run the historical sync once at setup, then let the live sync take over from there with no duplication
Process a full day's orders in one screen.
A single wizard to select the date, review your orders, and process invoices in bulk. Choose what gets created, synced, and sent, then let the system handle the rest
All orders for the selected day in a single view. No switching between records or running multiple processes
You control which orders get invoiced. Review each line before confirming, so nothing goes out without a check.
Invoices are created in Xero, synced back to Salesforce, and sent to the relevant customers or partners in one single run
A detailed report is emailed to the person who ran the bulk process as soon as it completes.
Agentforce Ready
Real-time financial data flowing into Salesforce gives Agentforce and reporting an accurate picture of what is actually happening in your business.
Agentforce-ready with live financial data
Real-time dashboards and forecasting
Agents to answer financial questions in Salesforce
Relevant Insights
Creating Invoices in Salesforce and Sending Them to Xero? Yep, It Can Be That Easy.
From Spreadsheets to Automation: How Salesforce and Xero Can Work Together
