Why It Matters
For businesses already using Salesforce CRM or platform-based solutions for ERP and internal systems, integrating Xero is a logical next step. Instead of jumping between disconnected tools, integration creates a unified ecosystem where finance and operations talk to each other.
Real-Time Financial Flow
This streamlines your revenue processes. You get complete visibility into financial data without ever leaving Salesforce. Sales teams can see invoice statuses, payment confirmations, and financial health of accounts in real-time. Finance teams eliminate manual data entry, reduce risk of errors, and sync payment activities directly with sales pipelines.
One Unified View
No more spreadsheet exports or duplicate entries. Just one powerful view of your business.
Existing Solutions and APIs
Xero provides a mature set of RESTful APIs that allow for deep interaction with financial data—contacts, invoices, payments, bank transactions, and more. On the Salesforce side, the ecosystem includes AppExchange packages and middleware options such as Zapier, MuleSoft, and Workato that offer plug-and-play setups for Xero.
However, not all businesses are created equal. Some need more. That’s where our team comes in.
Custom Integration or Ready-Made? Why Not Both?
At Success Craft, we don’t just wire tools together. We build solid bridges. Our team can integrate Xero using pre-built solutions where they make sense—or craft fully custom logic using Salesforce Apex, Flow, and Platform Events when the business case demands it.
You want a bidirectional sync with validation logic? We’ve done it.
You want to log payments directly to Opportunity records? No problem.
You need region-specific tax and multi-currency workflows? Consider it done.
Whether it’s a quick win with AppExchange or a tailored solution for your architecture, we deliver.
Proven Results with Xero and Salesforce
Case Study 1: SaaS Billing & Collections
A growing SaaS company needed faster coordination between sales and finance. We linked Xero to Salesforce Subscriptions and Opportunities, triggering invoice creation automatically and syncing payment status.
Outcome: 70% less manual work, real-time dashboards, and no missed follow-ups.
Case Study 2: E-commerce Sync
An e-commerce platform required unified visibility. We built a connector that transferred Salesforce orders into Xero and pulled back payment confirmations.
Outcome: Easier reconciliation, fewer disputes, and better margin insights.
Case Study 3: Consulting Firm Automation
A consultancy automated invoicing in Xero based on project milestones tracked in Salesforce, with updates synced to Account records.
Outcome: Predictable cash flow, smoother client updates, and global accounting compliance.
Ready to Transform Your Business?
Trust Success Craft to expertly integrate Xero with Salesforce. We drive clarity, automation, and growth—without bloated processes. Contact us today to talk about your integration needs.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland