Xero Salesforce Integration
Won deals become Xero invoices automatically, and payment status flows back to Salesforce.
Manual work is costing you more than time.
- Invoices are created in Xero by hand after every closed deal.
- Sales can’t see who has paid without asking finance.
- VAT and multi-currency details get lost between systems.
Our Salesforce → Xero integration process
- 01
Map contacts & items
Accounts to Xero contacts, products to Xero items, with tax rates and tracking categories.
- 02
Generate invoices
Closed-won Opportunities create draft or approved Xero invoices with line items.
- 03
Sync payments back
Paid, partially paid and overdue status written back to Salesforce.
- 04
Handle currencies
GBP, USD, AED, ZAR and more with correct exchange handling.
Data we keep in step.
Invoice instantly
No lag between closing a deal and billing it.
VAT accuracy
Tax rates mapped per region and product.
Shared visibility
Sales and finance work from the same numbers.
Salesforce + Xero questions
Can invoices be created as drafts for review?
Yes. Many clients create drafts in Xero so finance approves before sending.
Does it support multi-currency?
Yes, with Xero multi-currency enabled we post invoices in the deal currency.
Can you also connect Shopify or WooCommerce to Xero?
Yes — e-commerce to Xero is a common companion integration.
Related integrations
Salesforce QuickBooks Integration & Accounting Data Sync
Closed-won Opportunities become QuickBooks invoices or sales receipts automatically, and payment status flows back to Salesforce.
Shopify QuickBooks Integration
Shopify sales, refunds, taxes and payouts post to QuickBooks automatically — books that reconcile to the bank.
WooCommerce QuickBooks Integration
WooCommerce orders become QuickBooks invoices or sales receipts, with inventory and payments kept in sync.
Related services
Let’s connect Salesforce and Xero.
Tell us what you’re connecting. We’ll reply within one business day with a recommended approach and a fixed quote.