Salesforce to Xero Integration
Learn how to use the Salesforce to XeroTemplate
Introduction
DBSync’s Salesforce to Xero Integration provides a seamless and configurable solution for synchronizing financial and CRM data between Salesforce and Xero.
This integration supports the following object mappings:
Salesforce: Accounts, Products, Opportunity, Opportunity Line Items, Receivables.
Xero: Customers, Items, Invoice & Invoice Line Items/Sales Quote & Sales Quote Line Items, Invoice Payments.
Alongside real-time synchronization, DBSync allows for historical data migration such as outstanding invoices or open receivables from Salesforce to Xero, making it ideal for transitioning systems or consolidating accounting data.
The integration comes with pre-built field mappings while remaining flexible for more complex, conditional, or business-rule-driven scenarios.
DBSync automatically updates its integration templates, ensuring access to the latest features without the need for manual intervention.
Data Flow
An example of the data flow for the integration from Salesforce to Xero is shown in the table below.
Accounts
Customers
Products
Products and Services
Opportunity & Opportunity Line Items
Invoice & Invoice Line Items/Sales Quote & Sales Quote Line Items
An example of the data flow for the integration from Xero to Salesforce is shown in the table below.
Invoice Payments
Receivables
Process to Run the Integration
To use the pre-built Salesforce to Xero Integration template, follow these steps:
1. Add the Template
From the home screen, click Add Template.
Select the Salesforce to Xero Integration Template which supports bi-directional workflows between Salesforce and Xero.
The template will be added to your Projects.
2. Connect Applications
Select the template to open the Task screen.
Click Setup to launch the setup wizard.
Under the Connect tab, confirm both Salesforce and Xero are connected.
Click Test Connection under Advanced Properties to ensure proper linkage.
Configuring Forms
The Setup screen provides you with multiple pre-populated forms to configure the sync.
A. Salesforce Accounts → Xero Contacts
Use this form to sync all Salesforce Account records into Xero as Contacts.The form is pre-populated with answers for the tabs and you can modify them based on need.
The form has the following fields already pre-populated with mapping:
Do you want to create/update your Customers in Xero? Select Yes or No in order to update Accounts from Salesforce to Xero as a Customer.
Select Salesforce object that you want to integrate with Xero Customers Select the Salesforce object such as Account, Contacts etc from the drop down menu. For example, choose Account.
Customer Integration ID This is the customer id generated from Xero to create a one to one relationship between records.
Customer Name, Email, Phone, Billing and Shipping Information is mapped into Xero. This means that these child fields will be synced into Xero with the same information from Salesforce.
B. Salesforce Products → Xero Items
Use this form to sync Salesforce Products as Xero Items. The form is pre-populated with answers for the tabs and you can modify them based on need.
The form has the following fields already pre-populated with mapping:
Do you want to create/update Salesforce Products in Xero? Choose Yes or No from the drop-down to add Items from Salesforce to Products on Xero.
Select the Salesforce object that you want to integrate with Xero Items Select the Salesforce object as 'Product' to add product information from Salesforce to Xero.
C. Salesforce Opportunities → Xero Invoices/Sales Quote
Use this form to generate invoices/sales quotes in Xero based on closed-won Opportunities in Salesforce.
Select Salesforce object that you want to integrate with Xero Transactions Choose the object from Salesforce to retrieve/map the information into QuickBooks in order to create a transaction: for Eg; Invoice. The main object in this example would be 'Opportunity'
What kind of transaction do you want to generate on Xero? Choose the object from QuickBooks to retrieve/map the information into Salesforce in order to create a transaction: Invoice/Quote
The remaining fields are pre-populated and already mapped with Xero.
D. Xero → Salesforce Payment
Use this form if you want to sync the Payments from Xero to Salesforce.
Do you want to create Transaction Receivable in Salesforce? Choose 'Yes' or 'No' to enable the sync which will update the receivable information for a customer invoice in Salesforce.
What kind of Transactions Receivable do you want to generate? Define the receivable you want to Generate: Invoice/Quote
Select Salesforce object that you want to integrate with Xero Payment Define the Salesforce object you want to sync the payment to. E.g. DBSF__Receivables__c
Transaction ID Define the id field for the Invoice that payments are made against. E.g.DBSF__Integration_Id__c
Run or Schedule Integration
Once configuration is complete:
Click Run Now to execute the sync immediately.
Or click Next to schedule the integration.
To schedule:
Set Start Date and Start Time.
From the Repeat dropdown, select frequency: Minutes, Hours, or Days.
If Minutes is selected, specify the interval.
Click Save to apply or Cancel to discard changes. Use Previous to modify settings and Finish to confirm.
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