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Enhance Your Salesforce Capabilities with Xero Integration

Xero is a cloud-based accounting platform trusted by companies worldwide—from startups to large enterprises. It simplifies financial operations, gives real-time cash flow visibility, and automates tasks like invoicing, payroll, and bank reconciliation. Common in SaaS, e-commerce, and services, Xero is a scalable and intuitive finance solution.

Why It Matters

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

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

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

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

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

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 40/89
Gdansk, 80-858
Poland

Phone Number

+48 661-914-336

We typically reply in a few hours