Salesforce and Xero integration
Won in Salesforce, ready to send in Xero
CRM Connector keeps Salesforce contacts and Xero contacts the same both ways, turns every won opportunity into a draft Xero invoice, and brings every sent quote into Salesforce as an opportunity sales can follow. Salesforce runs sales, Xero keeps the books, and nobody retypes a sale.
- Official sign in for both
Contacts both ways, won opportunities into draft invoices
At a glance
Contacts stay the same on both sides, won opportunities arrive as draft invoices and sent quotes as opportunities.
What syncs
- ContactsBoth ways
- Won opportunities into draft invoicesOne way
- Sent quotes into opportunitiesOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or Xero leads when the same record changed in both since the last sync.
Options for Salesforce and Xero
- Everyone, customers only or leads only
- Only opportunities won from a date you pick
- Only opportunities above an amount you pick
Record by record
What syncs between Salesforce and Xero
Which Salesforce field matches which Xero field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Account nameWhen createdContact name
- EmailBoth waysEmail
- Business phone, or mobileBoth waysPhone
- Mailing addressBoth waysStreet address
- On a won opportunityEach works it outCustomer
- Lead sourceOnly in SalesforceNot in Xero
It happens in Salesforce, then in Xero
A new contact
Looked for in Xero on the exact email, then the name Xero keeps unique. Updated when found, created only when nothing matches.
Name, email, phone or address changes
The same change is made to the Xero contact on the next sync.
The company changes later
Not carried: the account name reaches Xero when the contact is created.
FAQ
Questions about Salesforce and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes, when you choose the stage rule. An opportunity won on or after your start date becomes a draft invoice in Xero with one line for its amount. It is never sent or paid by the sync.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce and Xero
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Salesforce and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.