EW Xero

A powerful Salesforce-native integration tool that delivers seamless Salesforce-Xero integration, enabling real-time two-way syncing of accounts, products, quotes, invoices, payments, purchase orders, and bills. Designed for accuracy, automation, and flexibility — including support for multiple currencies and Xero organizations. Whether you’re generating quotes and invoices from Salesforce Opportunities, syncing purchase orders to Xero, or tracking customer payments and vendor bills without leaving Salesforce.

🔑 Connect with Xero

The EW Xero Connector allows Salesforce admins to easily establish and manage connections with one or more Xero organizations. From the setup page, you can authenticate your Xero orgs, assign a primary org to handle records when no org is explicitly chosen, and define rules for automatic mapping.

Connect multiple Xero orgs in just a few clicks for multi-entity businesses.
Set a primary org to handle unmapped records automatically.
Auto-population of orgs ensures Accounts, Products, and Invoices sync to the right Xero company.

🔄 Data Sync Controls

Admins have full control over how and when Salesforce records sync with Xero. Using toggle switches, you can enable or disable syncing for different objects such as Accounts, Products, Invoices, or Attachments. Syncing can be real-time for immediate updates, or scheduled in batch mode for controlled execution.

One-click toggles for enabling/disabling sync by object.
Choose real-time or scheduled sync based on your business needs.
Disable all triggers at once, giving admins a quick way to pause integration.
Prevent accidental data pushes during testing or org migrations.

📥 Data Import

The connector lets you pull existing financial data into Salesforce. Admins can import Contacts, Invoices, Products, Accounts, Tax Rates, and Tracking Categories directly from Xero. This is especially powerful for onboarding a new Salesforce org, performing a cleanup, or reconciling finance data.

Import Xero Contacts and Invoices directly into Salesforce.
Pull in Inventory items and sync as Salesforce Products.
Bring over Accounts, Tax Rates, and Tracking Categories for accurate finance mapping.
Reduce manual entry by syncing large datasets quickly.

🗂️ Field Mapping

Field mapping ensures Salesforce fields align perfectly with their Xero counterparts. The connector comes with prebuilt mappings but allows admins to review, validate, and set defaults for required fields. This reduces sync failures and ensures smooth data flow across systems.

Customize mappings to match your business needs.
Prevent sync failures by setting default values for required fields.
Ensure accurate data flow between Salesforce and Xero.
Quickly adapt to changes in Salesforce or Xero fields without downtime.

Strong Features For Your Business Operations

Unified Sales & Finance Workflow

Bridge the gap between your sales and finance departments. Sales reps can see invoice statuses, overdue payments, and quote-to-invoice progress—all without needing Xero access.

Smarter Follow-ups with Payment Insights

Empower sales and service teams to follow up more effectively using real-time payment history and outstanding balance data visible in Salesforce.

Contextual Financial Info for Every Record

View Xero-linked financial data directly on Salesforce records like Accounts, Opportunities, or Contacts—offering instant insight during customer conversations.

Faster Cash Flow Cycles

Automating invoice creation and payment updates reduces delays in billing and collections, helping businesses maintain healthy cash flow.

What Makes EW Xero Integration Different

100% Salesforce-Native Experience

No external middleware or hosting—everything runs securely inside your Salesforce Org for better speed, compliance, and control.

True Bi-Directional Sync for Invoices, Payments & Credit Notes

Ensure consistency between systems by syncing invoices, payments, and credit notes in both directions—without manual reconciliation.

Quotes Integration

Seamlessly create Xero Quotes from Salesforce Opportunities or directly from Account/Contact. Accepted quotes can automatically convert to invoices, streamlining the sales-to-cash cycle.

Purchase Orders (PO) Integration

Generate and sync Purchase Orders from Salesforce to Xero, linking them to Accounts and Opportunities. Ideal for vendor management, procurement, and expense tracking.

Bill Sync

Automatically pull bills from Xero into Salesforce, enabling finance visibility directly within CRM. Track due dates, vendors, and payment statuses—all from the same platform.

Multi-Org & Multi-Currency Support

Connect multiple Xero organizations with enforced currency consistency. Perfect for global teams or franchises.

Attachment Sync Between Systems

Sync related documents (PDFs, receipts, contracts) between Salesforce and Xero to maintain audit-ready documentation in both systems.

Admin-Friendly Customization & Error Logging

Comes with built-in admin console, detailed error logs, and free initial setup customization—no need for complex dev work.

Got Questions? We’ve Got Answers!

What is EW Xero Connector and how does it work?