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Techila/Integrations/Xero Salesforce integration
AccountingXero App Store appsInvoices and payments

Xero
Salesforce integration.

The apps Xero lists for connecting to Salesforce, what they sync each way, and how to choose between them.

A Xero Salesforce integration keeps invoices, payments, contacts and products in step between Xero and Salesforce. Xero's App Store lists apps for it in an Integrate Xero with Salesforce collection, such as TwoCanConnect and SFX Connect. The apps differ in which records sync each way and what they cost.

How it works

Can you create Xero invoices from Salesforce?

Yes, with an app. TwoCanConnect's Xero listing describes two-way sync of invoices, repeating invoices and payments, and SFX Connect's listing describes two-way sync of invoices, payments and credit notes.

The connector

Xero for the books, Salesforce for the deal.

Techila Global Services is a Salesforce Summit Partner. We help finance and sales teams pick a Xero app, decide which system owns each record, set up the mappings and test invoices and payments end to end.

Salesforce integration guide

What are the options for integrating Xero with Salesforce?

Xero's US collection listed eight apps on 10 November 2026; the list varies by country. Xero says it reviews each app but cannot give guarantees.

Xero Salesforce integration options compared
OptionWhat it syncsNotes from the listings
TwoCanConnectTwo-way contacts, invoices, repeating invoices, payments and items; quotes, purchase orders and bills on higher plansNative Salesforce app from AppExchange; Professional Edition or above; from A$149 a month billed annually; 14-day trial
SFX ConnectTwo-way invoices, payments and credit notes; accounts, tax rates, items and currencies from XeroFree trial; prices on request from the vendor
General automation apps such as Zapier or SkyviaFlows you build between Xero and other apps, including SalesforceYou design and maintain each flow
Custom API workRecords or rules the apps do not coverYou own the build, mapping and monitoring

Our Salesforce integration services cover choosing and setting up any of these. Comparing accounting systems? See our QuickBooks Salesforce integration guide.

What syncs between Xero and Salesforce?

  • Who owns the invoice: decide whether invoices start in Salesforce or Xero, then set the app to match. TwoCanConnect lets each Xero organization be one-way (Xero to Salesforce) or two-way.
  • Reference data: chart of accounts, tax rates and tracking categories flow from Xero only in TwoCanConnect.
  • Edition: TwoCanConnect needs Salesforce Professional Edition or above; its Flow-based invoicing needs Enterprise Edition or above.
  • Several Xero organizations: TwoCanConnect includes one and charges A$100 a month for each extra one.

What moves between Salesforce and Xero?

Salesforcevia TwoCanConnectXero
  • Accounts / contacts (both ways)
  • Invoices and repeating invoices (both ways)
  • Payments (both ways)
  • Products / items (both ways)
  • Chart of accounts and tax rates (from Xero to Salesforce)
Shows the directions TwoCanConnect's Xero App Store listing gives (read 10 November 2026). Other apps differ.

To review your invoice and payment split, book a discovery call.

Architecture

How does Xero data reach Salesforce?

Salesforce

Accounts, opportunities, products

App from the Xero App Store

For example TwoCanConnect or SFX Connect

Xero

Contacts, invoices, payments

What's included

What does Techila set up for Xero and Salesforce?

/01
App choice
An app matched to your records, Salesforce edition and number of Xero organizations.
/02
Record ownership rules
Which system creates invoices, payments and contacts, and which only reads them.
/03
Account and product matching
Salesforce accounts and products matched to Xero contacts and items before the first sync.
/04
Invoice automation
Flows that raise invoices from won opportunities, where your edition supports them.

Looking for delivered work? See case studies

FAQ

Frequently asked questions.

What architects ask before commissioning a Techila integration.

Sources

Last reviewed:

  1. Xero App Store, Integrate Xero with Salesforce (US collection) (read 10 November 2026)
  2. Xero App Store, TwoCanConnect (read 10 November 2026)
  3. Xero App Store, SFX Connect (read 10 November 2026)

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