What is the Xero Salesforce integration?
A Xero Salesforce integration connects Salesforce to Xero so accounts, invoices, payments and quotes move between the CRM and the ledger. Neither Xero nor Salesforce builds one; it runs through third-party connector apps listed in the Xero App Store, such as TwoCanConnect, SFX Connect and ScaleXP, or automation tools such as Zapier.
Also calledSalesforce Xero integrationSalesforce to Xero sync
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- Built by
- Third-party connectors only
- Apps in Xero's collection
- 8
- Syncs
- Invoices, payments, contacts
How a Xero Salesforce integration works
Xero's Integrate Xero with Salesforce collection lists eight third-party apps: ScaleXP, CarryTheOne, SFX Connect, Zapier, TwoCanConnect, Nettverk, Appy Pie Connect and Skyvia. Native Salesforce apps run inside the Salesforce org and connect to Xero without middleware. TwoCanConnect syncs contacts as Salesforce accounts, invoices, repeating invoices, payments and items both ways, adds quotes and purchase orders on higher plans, and pulls credit notes, bills, tax rates and tracking categories from Xero. It starts at A$149 a month billed annually (excluding tax) for unlimited users and transactions, with A$100 a month for each extra Xero organisation, and needs Salesforce Professional Edition or above. SFX Connect syncs invoices, payments and credit notes both ways, with bills and multi-currency in its advanced version. ScaleXP turns Closed Won Salesforce deals into Xero invoices and adds revenue recognition and SaaS metrics. Zapier, Appy Pie Connect and Skyvia build no-code automations between the two systems.
Common questions
Does Salesforce integrate with Xero?+
Yes, through third-party apps. Xero's App Store collection lists eight, including TwoCanConnect, SFX Connect, ScaleXP and Zapier; neither Xero nor Salesforce builds its own.
How much does a Xero Salesforce integration cost?+
TwoCanConnect starts at A$149 a month billed annually, excluding tax, with A$100 a month for each extra Xero organisation. SFX Connect and ScaleXP offer free trials and quote prices on sign-up.
Can Salesforce create invoices in Xero?+
Yes. TwoCanConnect and SFX Connect create Xero invoices from Salesforce and return invoice status and payments, and ScaleXP turns Closed Won deals into Xero invoices.
Which Salesforce edition do I need for a Xero integration?+
TwoCanConnect needs Salesforce Professional Edition or above. Zapier and other no-code tools connect through their own accounts.
Salesforce connectors for Xero
Salesforce connector apps
Part of Accountio’s accounting technology coverage · Glossary
