Import and Sync Xero Invoices into Salesforce
Live, Accurate Data
Data is pulled automatically from Xero every fifteen minutes, and also on demand, ensuring that you are always looking at accurate data.
Run Reports in Salesforce
Using Salesforce Reports and Dashboards, show your Xero Data. Gain insight into due, overdue, and paid amounts across any segment.
Lock down your Xero data in Salesforce by user, profile or role. Our Xero to Salesforce Integration limits record access by Account or Opportunity Owner.
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
- Best of all, with Breadwinner, you can integrate Xero into Salesforce.
Find out more, or try Xero accounting software for free.