TwoCanConnect - Integrate Salesforce and Xero
Create Salesforce invoices, sync invoice data with Xero, and import historical Xero invoices into Salesforce.
SOL Business Solutions PTY LTDPaid
Xero Integration Services
by MetisphereSalesforcePaid
Connects Salesforce Platform with Xero to sync accounting and invoice data without Apex or third-party middleware.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Xero Integration Services connects Salesforce Platform and Xero and syncs financial data between the two environments. A setup wizard configures the connection, while custom field mapping links Salesforce fields and objects to Xero invoice fields. Salesforce users can create draft or approved Xero invoices, track payment status, and report on accounting and invoice data. Salesforce Profiles, Roles, and Permission Sets control access to the synced data.
Key capabilities
from the Salesforce AppExchange listingXero data sync
Synchronizes financial, accounting, and invoice data between Salesforce and Xero without third-party middleware.
Invoice generation
Creates draft or approved Xero invoices from Salesforce objects.
Custom field mapping
Maps standard or custom Salesforce objects and fields, including tracking categories, to Xero invoice fields.
Payment status tracking
Tracks Xero invoice payment status in Salesforce.
Salesforce reporting
Makes accounting and invoice data available in standard Salesforce Reports and Dashboards.
Access control
Uses Salesforce Profiles, Roles, and Permission Sets to manage visibility and access to financial data.
Setup wizard
Provides a step-by-step interface for connecting Salesforce and Xero environments.
Who it's for
Salesforce Admins.
How it compares
TwoCanConnect - Integrate Salesforce and Xero generates invoices in Salesforce and syncs them to Xero for approval and sending, while Xero Integration Services also supports draft or approved invoices, custom field mapping, payment-status tracking, and Salesforce reporting. TwixRiva - Xero integration with Salesforce is described as a Salesforce-native connection for managing customer relationships and accounting, while this listing specifies a setup wizard, Salesforce access controls, and invoice-data reporting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| TwoCanConnect - Integrate Salesforce and Xero | Paid | Cloud | |
| Xero Integration | Paid | Cloud | |
| TwixRiva - Xero integration with Salesforce | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Connect Salesforce and Xero natively—without writing a single line of Apex. Xero Integration Services delivers an enterprise-grade quote-to-cash workflow right out of the box. With an intuitive, pre-configured setup wizard, you can link your Salesforce and Xero environments in just a few short clicks and start syncing …»