Xero Guide
Xero
Xero + SalesForce
Synchronise Xero with SalesForce
Manage your Xero accounting by integrating with SalesForce to better manage your sales.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Export your Invoices
Replicate your invoices and save your important data.
Track your Payments
Keep control of your accounting by exporting your transactions.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Can we pay invoices online with Xero?
Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Can I connect Xero directly to other accounting applications?
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Xero offers user support and integration with a larger variety of systems, including ADP, Bill.com and Vend.
Connect Xero and SalesForce
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Xero and SalesForce easily
Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.
Questions about the integration?
Request more info on Xero + SalesForce integration
