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Zapier makes it easy to integrate Salesforce with Xero - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Xero
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Xero
2. Choose action
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1. Select the event
Setup
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Salesforce and Xero, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Salesforce + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Xero

What is required to set up a Salesforce and Xero integration?

To set up the integration between Salesforce and Xero, you'll need active accounts on both platforms and access credentials, such as API keys or tokens. You'll also need to specify which specific triggers in Salesforce should initiate actions in Xero, such as creating invoices when a deal is closed.

Can I customize the triggers from Salesforce to Xero?

Yes, you can customize triggers according to your business needs. For instance, you can set Salesforce to trigger an action in Xero when a new customer is added or when a sales order status is changed. Our platform allows detailed customization of these trigger settings.

What types of data can be synced between Salesforce and Xero?

Typically, you can sync customer data, invoices, payments, and sales orders. Triggers can be set so that changes in these records in Salesforce automatically update related records in Xero.

Is it possible to map custom fields between the two systems?

Yes, mapping custom fields is supported. This allows for more tailored transfers of information between Salesforce and Xero based on your organization’s unique requirements.

How often does the data sync occur?

Data syncing frequency can be customized based on your preferences—options typically include real-time syncing whenever a trigger condition is met or at scheduled intervals like hourly or daily.

What happens if there is an error during synchronization?

If an error occurs during synchronization, our system will notify you immediately through email alerts or within your dashboard interface. You’ll have the option to troubleshoot or re-trigger the process once issues are resolved.

Can I perform actions in both directions between Salesforce and Xero?

The integration platform supports bidirectional workflows, meaning contacts updated in Xero could also update back into Salesforce if configured properly. Triggers can be defined for actions originating from either application.

Practical ways you can use Salesforce and Xero

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Xero on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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