Salesforce and Xero Integration
With Salesforce & Xero, automate invoicing and estimates and eliminate double data entry. Synchronize customer, product, opportunity, and transaction data across your applications to streamline business processes and give time back to your teams.
- Integrate
Get started with our pre-built template
Integrate Salesforce with Xero using our pre-built templates. Automate workflows, eliminate manual entry, and streamline Order-to-Cash, Procure-to-Pay, and CRM-to-Accounting processes for seamless sales and finance operations.
Why Integrate Salesforce with Xero
Skip double entry
Up to 50% time saved in manual data movement
Automate data flow
Up to 30% faster workflows with data in sync
Drive operational success
Up to 25% increase in operational efficiency post integration
Unlock the Potential of Your Data with These Use Cases
Seamlessly sync Salesforce and Xero to automate sales and finance. Boost accuracy, reduce delays, and free your team from manual tasks.
Integrate in Three Simple Steps
Connect->Setup->Run That’s how easy it is to power your integration. Give it a go!
Salesforce and Xero Integration On-Demand Demos
See DBSync in Action
With Salesforce & Xero Integration, automate invoicing and payment sync while eliminating duplicate data entry. Keep customers, accounts, opportunities, and financial records aligned across systems to streamline processes and free up your team’s time.
Effortless Integration
Connect Salesforce with Xero, along with your other essential apps and databases, to enable a seamless exchange of customer and financial information.
Automated Workflows
Simplify operations by automating the sync of customer details, invoices, payments, and sales data between Salesforce and Xero.
Continuous Sync
Keep customer accounts, sales opportunities, invoices, and payment status updated in real time across Salesforce, Xero, and your connected systems.
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Salesforce to Xero integration connects your CRM with your accounting platform, enabling automated data sync for invoices, payments, contacts, and financial records.
You can automate invoicing, payment status updates, customer record synchronization, sales-to-cash processes, and reporting across Salesforce and Xero.
No. DBSync provides pre-built templates and an easy-to-use interface, so you can configure workflows without technical expertise.
Yes. You can choose between real-time synchronization or scheduled updates based on your business requirements.
DBSync supports Salesforce Professional, Enterprise, Unlimited, and Non-Profit editions.
Yes. The integration supports multi-currency, making it easy to manage international transactions across Salesforce and Xero.
Absolutely. You can map standard and custom fields to ensure your integration matches unique business processes.
Yes. DBSync follows strong security protocols and ensures compliance with both Salesforce and Xero standards.
Yes, you can install it on your Sandbox to test the integration and then switch to the production instance.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process