Automate Salesforce & Xero

Stop paying for mismatched spreadsheets. Sync data between Salesforce and Xero in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Salesforce and Xero operate independently, sales teams often find themselves entering invoice data manually into Xero after closing a deal in Salesforce. This not only leads to potential errors in the invoice amounts due to miscommunication but also results in lost time for sales representatives who could be focusing on acquiring new customers. For instance, if a sales rep closes a deal in Salesforce but fails to accurately replicate the payment terms in Xero, the finance team may end up sending incorrect invoices, causing delays in cash flow and customer dissatisfaction.

Top Ways to Automate Salesforce & Xero

Automated Data Sync: Seamlessly synchronize customer information between Salesforce and Xero, ensuring that your sales and finance teams always have access to the most up-to-date data, eliminating manual entry and reducing errors.
Streamlined Invoicing: Automatically generate and send invoices from Xero based on sales transactions recorded in Salesforce, ensuring timely billing and improved cash flow management.
Real-Time Reporting: Create comprehensive reports that pull data from both platforms, providing your team with actionable insights into sales performance and financial health without the need for manual data aggregation.

How to Build the Salesforce → Xero Sync

In Salesforce, configure a webhook to trigger on the 'Opportunity Closed Won' event. Set the endpoint to listen for changes at https://your-salesforce-instance.com/services/webhook.
Extract the relevant payload data, including 'Opportunity ID', 'Account Name', 'Amount', and 'Close Date'. Ensure you format this data into a JSON object.
In your integration logic, map the extracted fields to the Xero API. Prepare a POST request to https://api.xero.com/api.xro/2.0/Invoices.
Construct the JSON body for the Xero API using the mapped data. Include fields like 'Contact', 'LineItems', and 'DueDate' based on your business requirements.
Send the POST request to Xero. Monitor the response for success or error messages to handle any issues that arise.

Developer Warnings & API Gotchas

Ensure that the 'Account Name' from Salesforce matches exactly with the 'Contact' in Xero; any discrepancies will lead to failed invoice creation.
Be cautious with the 'Amount' field; if the currency in Salesforce does not match the default currency in Xero, the invoice will not be processed correctly.
When mapping 'Close Date' to 'DueDate', remember to account for any payment terms that may differ between the systems, as this can lead to incorrect due dates in Xero.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Xero Add Items to Existing Sales Invoice
When this happens in Salesforce... Fetch Custom Actions

Do this in Xero Add Note to Invoice
When this happens in Salesforce... Get Accounts

Do this in Xero Add or Update Stock Items
When this happens in Salesforce... Get Campaigns

Do this in Xero Allocate Credit Note to Invoice
When this happens in Salesforce... Get Contacts

Do this in Xero Create Account

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I can see you're looking at mapping Salesforce to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?