Xero Salesforce Integration

Live Sync Xero to 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 on Xero 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.

Complete Security by User and Record

Complete Security

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.

Simon Collins Xtreme IE
Perfect for sales people to know what their accounts owe or have paid in real time, without the need to login to Xero. Sale people can then chase payments or indeed put accounts on hold until their account is cleared.

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Xero is easy to use online accounting software that’s designed specifically for small businesses. Best of all, with Breadwinner, you can integrate Xero into Salesforce.

  • 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.