Full Salesforce Xero Integration Guide

Sales in One System, Finances in Another

You record sales activity in Salesforce and manage accounts in Xero. But if the two systems are not connected, problems appear quickly. Data must be entered twice, details can be missed, and invoices are delayed.

Imagine a company wants to create an invoice in Xero as soon as a deal closes in Salesforce. Without an integration, someone has to copy all the details manually. This takes time, increases the chance of mistakes, and makes the whole process less reliable.

In this article, we will share Xero and Salesforce integration step by step, what methods are available, and how Salesforce integration services can help you.

How to Integrate Salesforce with Xero

Integrating Salesforce with Xero helps ensure that your sales and accounting data stay consistent without having to enter information twice. There are several ways to connect these systems. Some businesses build custom integrations using Salesforce APIs, others use middleware platforms like MuleSoft, and many rely on third-party connectors from the AppExchange. For this guide, we will focus on a third-party connector. We chose Breadwinner as the example because it is widely used, has strong reviews from Salesforce users, and provides clear, reliable features for syncing invoices, contacts, and payments.

Follow these steps to link Salesforce and Xero and start syncing your data:

Step 1. Install Breadwinner for Salesforce

1. Go to the AppExchange in Salesforce.
2. Search for a Breadwinner for Xero.

3. Click Get It Now and follow the prompts to install the app.
4. Choose the correct environment (sandbox or production).
5. Confirm the app appears in the App Launcher.

Step 2. Connect Salesforce to Xero

1. Open the Breadwinner app in Salesforce.
2. Connect Salesforce to Xero.
3. Log in to your Xero account when prompted.
4. Authorize Salesforce to access Xero.

Step 3. Configure Default Settings

1. Choose the default Xero organization to connect.
2. Set default accounts and tax settings for invoices, bills, and payments.
3. Map Salesforce objects to Xero objects, for example:
   • Salesforce Account → Xero Contact
   • Salesforce Opportunity → Xero Invoice
4. Save the settings.

Step 4. Create a Xero Invoice from Salesforce

1. Click the Create Xero Invoice button.
2. Review the invoice details and make adjustments if needed.
3. Click Send to Xero.
4. Verify the invoice appears in Xero.

Step 5. Automate Future Syncs

1. You can set the sync frequency.
2. Save the settings and test a few records to confirm the automatic sync works.

Recommended Apps for Xero Salesforce Integration

We selected these apps from the AppExchange as of September 2025 by searching for “Xero integration.” From the results, we picked apps that either had strong reviews from Salesforce users or offered useful features for connecting Salesforce with Xero. These solutions provide reliable ways to sync data such as invoices, contacts, and payments between the two systems, helping reduce manual work and mistakes.

1. Xero Integration with Salesforce – Breadwinner for Xero

Overview:
Breadwinner for Xero provides a two-way integration between Salesforce and Xero, giving teams access to real-time financial information without switching between platforms. Users can create and track Xero invoices directly in Salesforce, monitor payment status (overdue, due, and paid), and avoid double data entry. This Salesforce Xero connector is designed to save time, reduce errors, and give teams better visibility into customer financial health. Dynamic dashboards and reporting features also make it easier to make informed decisions.

Price: For pricing information, please contact Breadwinner directly.

Rating: ⭐⭐⭐⭐⭐ 4.92 (119 reviews+)

Link: Breadwinner for Xero

2. TwoCanConnect – Integrate Salesforce and Xero

Overview:
TwoCanConnect by SOL Business Solutions provides two-way syncing between Salesforce and Xero. It allows users to create invoices in Salesforce and sync them to Xero for payment. Customers, suppliers, invoices, items, payments, and more can be synchronized, including historical data with account matching. TwoCanConnect works with both Salesforce Classic and Lightning on any device. The app reduces manual data entry by automatically transferring Salesforce data to Xero and includes a guided setup wizard for a quick configuration in less than five minutes.

Price: Plans start at AUD 1,966.80 per company per year. Higher tiers are AUD 2,626.80 and AUD 3,946.80 per company per year. Discounts for nonprofits are available.

Rating: ⭐⭐⭐⭐☆ 4.56 (9 reviews+)

Link: TwoCanConnect

3. Integrate Salesforce and Xero with SFX

Overview:
SFX by Riverdale Cloud is a Salesforce integration Xero app, designed to sync invoices instantly from Salesforce to Xero. It allows users to create invoices from Opportunities or custom objects, automatically generating draft invoices, bills, or credit notes in Xero with the option to submit them as approved. The app supports multi‑organization and multi‑currency setups, includes integration with payment gateways like eWAY, and can automate invoice creation using Salesforce Process Builder.

Price: Free as per AppExchange. However, some users report that additional features or extended usage may require payment.

Rating: ⭐⭐⭐⭐☆ 4.2 (15 reviews+)

Link: SFX by Riverdale Cloud

4. Axolt Unify Sales, Inventory, Finance, Manufacturing & Shipping on Salesforce

Overview:
Axolt Unify is a Salesforce‑native ERP designed for SMB and mid-market companies. It connects sales, inventory, finance, manufacturing, and shipping in one platform, helping teams manage operations without relying on separate systems or spreadsheets. The app automates workflows, improves accuracy, and gives real-time visibility across all processes. Users can manage order-to-cash, invoicing, inventory, and financial operations directly in Salesforce while integrating with eCommerce platforms and accounting systems like Xero.

Price: $98 USD per user per month. Free 30-day trial available. Discounts for nonprofits are offered.

Rating: ⭐⭐⭐⭐⭐ 5.0 (9 reviews+)

Link: Axolt

5. Xero Integration – Kandisa Tech

Overview:
Xero Integration by Kandisa Technologies provides an easy way to sync sales and accounting data between Salesforce and Xero. The app allows users to create and sync invoices, manage products and payments, and maintain accurate data across both systems with two-way synchronization. It helps reduce duplicate data entry and errors, gives real-time access to invoice statuses, and provides prebuilt dashboards and reports for tracking business performance.

Price: $99 USD per user per year. Free 7-day trial available. Discounts for nonprofits are offered.

Rating: ⭐⭐⭐⭐⭐ 5.0 (3 reviews+)

Link: Xero Integration – Kandisa Tech

6. Adeptia Connect B2B Integration

Overview:
Adeptia Connect by Adeptia, Inc. is a web-based SaaS application that lets business users create automated data connections between Salesforce, customers, partners, and other cloud applications in minutes. The app enables easy upload and download of data records, automatic syncing between Salesforce and other cloud apps, and is designed for use by non-technical users. 

Price: $15 USD per connection per month. Free 30-day trial available.

Rating: ⭐⭐⭐⭐⭐ 5.0 (1 review)

Link: Adeptia Connect B2B Integration

7. Xero SYNC

Overview:
Xero SYNC by Commercient LLC is an integration tool that brings Xero data, accounts, orders, contacts, products, and more, directly into Salesforce. The app supports one-way or two-way syncing, helping teams maintain efficiency, improve sales processes, and provide better customer service. It works with Salesforce products, including Marketing Cloud, B2B Commerce Cloud, Health Cloud, Experience Cloud, Tableau, and more, allowing users to access up-to-date information across departments and streamline business operations.

Price: $399 USD per company per month. Additional setup fees may apply depending on integration requirements. 

Rating: No ratings yet.

Link: Xero SYNC

8. Connect Salesforce with Xero – Automate Your Invoicing

Overview:
Connect Salesforce with Xero by Cloudtal LTD allows users to create invoices, track payments, and manage finances directly from Salesforce. The app can automatically sync and create Xero invoices, purchase orders, bills, and contacts from any Salesforce object. It also provides reporting and visibility of Xero data within Salesforce to help teams maintain accurate financial records.

Price: £97 GBP per company per month. Discounts for nonprofits are available, with additional discounts for Professional Edition orgs.

Rating: No ratings yet.

Link: Connect Salesforce with Xero – Automate your Invoicing

9. KT Xero Connect

Overview:
KT Xero Connect by Kasetti Technologies LLC integrates Salesforce with Xero Accounting, allowing users to create invoices from Opportunity line items or other Salesforce objects and sync them seamlessly with Xero. The app lets users track invoice statuses, sync accounts and contacts, download invoices in PDF format, and reduce manual data entry errors while providing staff with access to timely payment information.

Price: Free. The full solution is available without payment.

Rating: No ratings yet.

Link: KT Xero Connect

Possible Challenges of Salesforce-Xero Integration

Salesforce integration with Xero can be simple and offer many benefits, but it also comes with some potential challenges. Being aware of these issues helps teams plan ahead and ensure a smooth implementation. Here are some common challenges businesses may face, with practical solutions:

Challenge #1: Data Mapping and Consistency

Ensuring that Salesforce objects match Xero records can be complex. If accounts, contacts, or invoices are not mapped correctly, data may appear in the wrong place, causing confusion and errors in reporting.

Solution: Take time to carefully map Salesforce objects to Xero records during setup. Use test records to verify that the mapping works as expected and establish clear naming conventions for accounts and contacts to reduce mismatches.

Challenge #2: Handling Historical Data

Migrating past invoices, payments, and contacts from Xero to Salesforce or vice versa can be time-consuming. Historical data may require cleanup or reformatting before it can sync properly.

Solution: Start by identifying and cleaning the most critical historical records. Use integration tools that support bulk or historical data sync, and run a test migration to ensure the data transfers accurately before enabling live syncing.

Challenge #3: Sync Errors and Duplicates

Errors during syncing or duplicate records can occur, especially when multiple users are updating records at the same time. Teams need to monitor sync logs and resolve issues promptly to maintain accurate data.

Solution: Enable alerts or notifications for sync errors and schedule regular audits to identify duplicates. Where possible, set up automated rules for handling duplicates and train users on best practices to avoid conflicting updates.

Challenge #4: Integration Limitations and Costs

Some integration apps have limitations on the number of users, objects, or records they can sync. Additionally, certain advanced features may require paid plans or add-ons, which can increase costs.

Solution: Review the features and limits of your chosen integration app before implementation. Start with the basic plan for testing and scale up only when necessary. Factor potential costs into your budget and consider apps that offer flexible licensing or nonprofit discounts.

Estimated Costs of Xero to Salesforce Integration

Integrating Salesforce with Xero involves various costs, which can vary based on the chosen integration method, the complexity of your requirements, and the scale of your operations. Below is an overview of potential expenses:

Note: These estimates are based on publicly available information and may vary based on specific business needs and configurations. Based on current data, the average hourly rate for a Salesforce Administrator is approximately $48 USD by ZipRecruiter. Assuming an average of 40 hours for setup and 20 hours annually for maintenance.

Reasons to Hire a Salesforce-Xero Integration Service Provider

Integrating Salesforce with Xero can be simple for small companies, but many businesses benefit from professional help. A service provider can save time, reduce errors, and ensure the integration meets your business needs. Here are key reasons to consider hiring an expert:

• Expertise and Experience: Integration providers have experience with both Salesforce and Xero. They know common pitfalls and how to configure the systems for optimal performance.
• Time Savings: Setting up and testing the integration can take days or weeks. Professionals handle the process efficiently, allowing your team to focus on core business tasks.
• Error Reduction: Data mapping, sync rules, and historical data migration can be tricky. Providers ensure data accuracy, prevent duplicates, and resolve conflicts before they affect your operations.
• Customized Solutions: Service providers can tailor the integration to your workflows, including automating invoices, syncing specific objects, or integrating with other business systems.
• Ongoing Support: Beyond setup, providers can offer maintenance, troubleshooting, and updates to keep your integration running smoothly as your business grows.

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FAQs about Xero Integration Salesforce

Integrating Salesforce with Xero raises common questions from businesses about setup, costs, and functionality. Here are some answers to help you understand the process better:

Final Thoughts on Salesforce to Xero Integration

Salesforce and Xero integration can help your business keep sales and financial information in one place. It makes tracking invoices, payments, and customer data easier and more accurate, similar to how DocuSign Salesforce integration helps manage contracts and signatures. There can be challenges, like matching data correctly, moving old records, fixing syncing errors, and managing costs. Choosing the right integration app and planning carefully can make these challenges easier to handle.

Apps like Breadwinner, TwoCanConnect, SFX, and others offer different options depending on your needs. Sometimes hiring a service provider can save time and help avoid mistakes. With the right approach, your team can spend less time on manual work, see important information in real time, and make better business decisions.

Antonina Kharchenko

Antonina is a Salesforce Admin with six certifications: Salesforce Certified Platform Foundations, Platform Administrator, Platform Administrator II, CPQ Administrator, AI Associate, and Agentforce Specialist. She started working with Salesforce in 2021 as Intern Salesforce Developer. Now, a 2-Star Ranger on Trailhead, she continues to expand her skills and knowledge. She helps manage Salesforce systems, automate tasks, and improve processes. Antonina loves learning new things and exploring better ways to use technology. In her free time, she enjoys reading, playing sports, and exploring new tech ideas.