EW Xero Integration

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.

Why EW Xero Integration?

Connecting Salesforce and Xero isn’t just about data sync—it’s about transforming the way your teams work together.

Why EW Xero Integration?

Connecting Salesforce and Xero isn’t just about data sync—it’s about transforming the way your teams work together.

Unite Sales and Finance Teams

Sales gets real-time visibility into quotes, invoices, and payments. Finance sees up-to-date customer and transaction data from Salesforce. Both teams stay in sync—no delays, no miscommunication.

Eliminate Manual Data Entry

No more toggling between systems or duplicate record maintenance. Save time and reduce costly human errors.

Complete Quote-to-Cash & Procure-to-Pay Coverage

Unlike tools that stop at invoices, EW Xero covers the full cycle: generate Quotes, convert them to Invoices, create Purchase Orders, and sync Bills—all from within Salesforce.

Stay Audit-Ready

Sync attachments like PDFs and receipts across systems, keeping documentation centralized and compliant.

Scale Confidently

Whether you’re operating across regions or managing multiple currencies and Xero organizations, EW Xero adapts to your growing business.

Unite Sales and Finance Teams

Sales gets real-time visibility into quotes, invoices, and payments. Finance sees up-to-date customer and transaction data from Salesforce. Both teams stay in sync—no delays, no miscommunication.

Eliminate Manual Data Entry

No more toggling between systems or duplicate record maintenance. Save time and reduce costly human errors.

Complete Quote-to-Cash & Procure-to-Pay Coverage

Unlike tools that stop at invoices, EW Xero covers the full cycle: generate Quotes, convert them to Invoices, create Purchase Orders, and sync Bills—all from within Salesforce.

Stay Audit-Ready

Sync attachments like PDFs and receipts across systems, keeping documentation centralized and compliant.

Scale Confidently

Whether you’re operating across regions or managing multiple currencies and Xero organizations, EW Xero adapts to your growing business.

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?