Still Manually Entering Data Between
Salesforce & Xero?
Automate invoicing, estimates, payments, credit notes and more with DBSync bi-directional sync that eliminates double entry and turns order processing into effortless accounting.
How We Make Data Sync Effortless
No-code Setup
Jumpstart integrations with ready-to use templates based on Q&A forms.
Visual Workflow Builder
Tailor workflows to your specific business needs.
Near Real-time Sync
Always up-to-date data with REST APIs/Webhooks.
How Sales and Accounting Teams Use DBSync
Automated Invoicing
Automatically generate invoices from closed opportunities, to speed up payments.
Payment Reconciliation
Sync payment statuses to ensure accurate financial reporting.
Expense Tracking
Sync expense-related data entered across the two systems for accurate financial reporting and analysis.
Customer Data Sync
Keep customer records consistent for better account management.
Why Your Team Will Love This
Eliminate Manual Work
Automate processes like order-to-cash, lead-to-invoice, and procure-to-pay.
Near Real-Time Data Sync
Keep information consistent across CRMs, ERPs, accounting, and marketing apps.
Faster Decision-Making
Get real-time insights with automated data transfer.
Secure & Compliant
Maintain data integrity with built-in security and audit controls
Voted #1 easiest to use
But Don’t Just Listen to us…
Trusted by Leading Data Teams
Connnect with an expert for your Xero and Salesforce Integration
See DBSync in Action
Ready to streamline your Salesforce operations by connecting it with Xero? We help you integrate data, automate workflows, and ensure reliable replication for better efficiency and decision-making.
Effortless Integration
Connect Salesforce with your preferred apps and databases for seamless data flow.
Automated Workflows
Simplify tasks like invoicing and payment updates with automation.
Continuous Sync
Keep data synchronized bi-directionally across Salesforce and other systems.
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
No. You don’t need to build an app in Xero. Simply authenticate using OAuth by clicking “Connect with Xero” in DBSync credentials are handled securely.
DBSync supports syncing a wide range of objects including Contacts, Invoices, Payments, Accounts (Chart of Accounts), Items, Credit Notes, and Employees.
DBSync is available for 14-day free trial after completing the registration process.
Yes. This connector supports bi-directional sync, and you can also configure unidirectional sync as needed, tailored to your business requirements.
Yes. DBSync allows you to map available custom fields in Xero to your target applications, ensuring full flexibility in integration.
Xero blocks most duplicate entries. If duplicates occur, DBSync logs them as errors during sync so you can review and resolve them.
You can schedule sync jobs as needed from real-time triggers to hourly or daily intervals — depending on your workflow requirements.
Got specific question?
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- Full access to all features
- 14-day trial period
- Expert support included
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- Get personalized demo
- Implementation support included
- Custom integration planning
- ROI analysis and pricing
Ready to integrate Salesforce and Xero?
Save cost and hours of manual work.