Salesforce Xero Integration

From won opportunity to Xero invoice to payment status in Salesforce, built around how you sell and bill

Salesforce opportunities connected to Xero invoices

Sales in Salesforce, Money in Xero

Salesforce holds opportunities, quotes and account history; Xero holds invoices and payments. There is no built-in Salesforce–Xero connection, so businesses use connector apps from the AppExchange, and for straightforward needs they work well. If one does the job for you, use it.

Businesses come to us when their Salesforce setup is customised: custom objects and fields, complex products and pricing, milestone or recurring billing, several Xero organisations, or a process an off-the-shelf connector can't follow. We connect the two around your process, with errors flagged rather than silently missed.

Built and supported by Kenomont: founder-led, Gold Coast based, with 20+ years building business systems, including real-time integrations we have run for clients since 2015.

Signs a Standard Connector Isn't Enough

If several of these apply, it's worth connecting the two properly.

  • Won opportunities are retyped into Xero as invoices
  • Custom objects or fields don't carry across
  • Products, pricing or discounts don't map cleanly
  • Milestone or recurring billing is tracked in a spreadsheet
  • You run more than one Xero organisation
  • Sales can't see invoice or payment status in Salesforce
  • The connector app fails quietly and nobody notices
  • Account details are maintained in both systems

Options, Simplest First

We always start with the simplest option that does the job.

A connector app

AppExchange connector apps cover standard needs well. We'll tell you if one fits your process.

A connection built for your process

Opportunities, quotes, products, custom objects and several Xero organisations mapped exactly, with payment status flowing back. Learn more

Billing rules and schedules

Milestone, recurring and usage billing generated from Salesforce data into Xero.

Reporting across both

Pipeline, revenue and cash in one view. Learn more

How We Connect Salesforce and Xero

Mapped to how you sell and bill, then checked before go-live.

1

Map opportunity to cash

How a sale becomes an invoice and a payment today, including the exceptions.

2

Check the standard options

If a connector app will do the job, we tell you that first.

3

Map objects, fields and rules

Including custom objects, products, organisations and who owns each piece of data.

4

Build, test and run in parallel

Tested with real opportunities and invoices before switching over.

5

Monitor and support

Alerts when something doesn't sync, and support from the people who built it.

Salesforce Xero FAQs

Not natively. Connector apps on the AppExchange link the two and suit standard needs. Customised Salesforce setups, several Xero organisations or complex billing usually need a connection built around the process.

Yes. With the right setup, a won opportunity or accepted quote creates the invoice in Xero with the correct items and codes, and payment status flows back to Salesforce.

Sometimes it is. If you're paying for more than you use, see our page on whether to trim Salesforce or move to a simpler CRM.

It depends on your setup and how much needs mapping. We look first and give you a fixed quote after a free initial chat.

Related: Salesforce MYOB integration · CRM to accounting integration guide · Salesforce too expensive? · When the problem is between your systems

What's Getting Lost Between Salesforce and Xero?

Tell us how sales become invoices today. We'll tell you honestly whether a connector app will do, or what connecting them properly would involve.

Free initial chat. No sales pressure - if we're not the right fit, we'll say so.

Prefer to talk? Call 1300 470 091

Got a spec or files? Email [email protected]

Name, email and message are required. We'll respond within 24 hours.