Salesforce and Xero
Today we’re launching functionality that allows you to sync your Salesforce CRM account and contact information with Xero. Rather than having to enter the details of your customers and suppliers in both systems you can now simply choose which of your Salesforce contacts you’d like to appear in Xero. Then whenever they are updated in Salesforce they are immediately updated in Xero too.
This short video gives you a quick overview of the functionality.
To learn more about the functionality we’ve put together some frequently asked questions.
To get started, you will need to follow these setup instructions – this one-off process will take you about 10 minutes to complete. We’ve also put together a 4 minute screencast that takes you through the whole process step-by-step.
We know there is a lot more we can do with this integration so we’d like to hear from you what we should be working on next – please let us know on our UserVoice Forum where you can suggest improvements and vote on ideas suggested by others too.
If you have any questions to get up and running with this integration please contact our API team on network@xero.com
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5 comments
XeroFan
Great integration, but useless for most of the SME businesses that use Xero. The fact that you must have an expensive top level Salesforce.com edition (either enterprise or unlimited) to order to integrate Xero means that this is really only for the big players. Pity.
ryan
Hi There,
I am wondering who wrote this tool for you?
I am finding some discrepancies in the way it operates.
I am an apex coder myself, happy to share some info on the bugs we are seeing so that maybe it can be refined in a future release?
Ryan
Hi Ryan,
Please email me directly (alastair@xero.com) and I can out you in touch with the developer. They have a new release underway so any feedback will be very helpful.
rgds
Alastair
What I’d love to see is an Opportunity to Invoice button. Financial Force has this (though admittedly their price is a magnitude higher). It looks like a great start!
Hmm, with your salesforce.com integration you just removed one more barrier from us switching from Quickbooks to Xero.com. We’ll definitely be diving in deeper this week. Keep up the great work!