SFX Salesforce Xero Connector

SFX Salesforce Xero Connector

Automates your business: A solution that will reduce time, creating a lead, generating your invoice, following up payment reminders, updating your accounting application – Xero.   Key Benefits of the Connection Example use cases of Salesforce Xero integration are:

  • Generate invoice from an opportunity in Salesforce, Invoice automatically created in Xero as draft.
  • Invoice details synced to Salesforce.com Custom object.
  • A PDF format of Invoice created and stored in salesforce.com
  • PDF invoice email automation (auto/manual) to customer, Email task recorded as Task in salesforce.com
  • PDF Invoice contains a Payment link for online payments.
  • Approve Invoice options of Xero can be directly managed within Salesforce.com
  • Online Payments (Partial / full) will be recorded both in Salesforce.com and Xero
  • eWay Payment Gateway connector included making it easy to process payments
  • Synchronise Xero contacts with Salesforce.com accounts.
  • Reports & Dashboards


  • Automate Invoicing
  • Chasing the Invoice – Sending Reminders
  • Saves your time and your staff’s time – get
  • View up-to-date Invoices in Xero & Salesforce
  • Invoices paid and unpaid – Account wise
  • Create Invoice in Salesforce
  • Email Invoice to Client from Salesforce
  • Automatically Update Xero
  • Integrate Payment Gateway on Invoice
  • Update Payment details in Xero & Salesforce

Charts & Reports

  • On Overdue Accounts
  • Monthly Receivables with Totals

Case Studies

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