Xero + SalesForce

Synchronise Xero with SalesForce

Info
Xero

Xero

Accounting
Info
SalesForce

SalesForce

Customer Relationship

Manage your Xero accounting by integrating with SalesForce to better manage your sales.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

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

Accounting

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.

https://www.xero.com

Customer Relationship

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.

https://www.salesforce.com

Questions about the integration?

Request more info on Xero + SalesForce integration

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