Our Integrations

Salesforce Xero Integration

Your employees no longer need to switch between Salesforce and a dedicated accounting platform to create invoices for your Salesforce objects. The Salesforce Xero integration helps you in creating invoices for your Contacts, Accounts, Opportunities, and a range of other standard and custom objects.

This allows you to sync your accounting data with your CRM database to obtain all relevant information on a centralized platform. When your employees can access all the data on a single dashboard, it naturally increases the speed and efficiency of their work.

If you run an e-commerce platform, it often becomes difficult to transfer data pertaining to your sales and inventory to an accounting platform. Integrating Salesforce and Xero allows you to automatically link your CRM records pertaining to your e-commerce sales to your accounting platform. Whenever your customers place an order on your e-commerce platform, the integration would send the information to your Xero account in real-time, creating a record automatically. Moreover, you can integrate Xero with the payment gateways you use on Salesforce to keep a track of incomes, expenses, returns, etc.

Data silos is the last thing you would want while handling your accounts. The Salesforce Xero integration helps you in eliminating unwanted silos and encourages seamless collaboration across your organization. The integrated platform helps you work in a way that incorporates organized sharing of information and knowledge.

This helps everyone within an organization having access to CRM and accounting data to work on the same database and stay on the same page while working.

For example, if the Account Manager wants to know whether a specific invoice has been cleared or not, they can simply log in to the platform and obtain all the information they need within a matter of seconds. This allows your employees and the management to take quick and effective decisions through seamless collaboration. Without an integrated platform in place, your team would have to send specific records and documents to each other via emails whenever required. This takes up a lot of their time that could have been used for more productive purposes. By integrating Xero and Salesforce, your Finance department can get easy access to Salesforce CRM, allowing them to view all the invoices due and income accrued by viewing specific tabs in the database, making the accounting process more wholesome.

For example, if the Account Manager wants to know whether a specific invoice has been cleared or not, they can simply log in to the platform and obtain all the information they need within a matter of seconds. This allows your employees and the management to take quick and effective decisions through seamless collaboration. Without an integrated platform in place, your team would have to send specific records and documents to each other via emails whenever required. This takes up a lot of their time that could have been used for more productive purposes. By integrating Xero and Salesforce, your Finance department can get easy access to Salesforce CRM, allowing them to view all the invoices due and income accrued by viewing specific tabs in the database, making the accounting process more wholesome.

If you run a business that spans across different countries, we provide you with an integrated platform that supports multiple currencies. It allows you to convert different currencies and work in the currency your team wants to work with.

While dealing with financial records, it is important for your team to ensure the utmost security of your system. 

The secure infrastructure of Salesforce provides layered security and privacy to your database. You can rest assured that the integrated platform would keep your data safe from threats such as unauthorized access, data breaches, and financial fraud.

When you integrate Xero and Salesforce, you can leverage your cash flow by streamlining your accounting activities. By tracking your accounts receivable/payable, financial statements, and tax statements, your finance team can help you in improving your cash flow by making thorough assessments of your resources.

This way, you can rest assured that you will never be out of liquidity and will always have alternatives to keep your cash flow running.