Salesforce Xero Integration
Keep Salesforce and Xero in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Sync Salesforce and Xero in minutes
When a Bill is found in Xero, create a task in Salesforce and keep both in sync.
When a Bill is found in Xero, create a contact in Salesforce and keep both in sync.
When a Bill is found in Xero, create an opportunity in Salesforce and keep both in sync.
When an Invoice is found in Xero, create a task in Salesforce and keep both in sync.
When an Invoice is found in Xero, create a contact in Salesforce and keep both in sync.
When an Invoice is found in Xero, create an opportunity in Salesforce and keep both in sync.
Integrate Salesforce + Xero with powerful features
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
Salesforce and Xero integration details
Unito connects Salesforce and Xero in real-time, so data flows automatically between both tools and every team stays aligned, with zero code required to set up.
About Salesforce
Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.
Learn more about Unito's Salesforce integrations
About Xero
Xero is a cloud-based accounting platform for small to medium-sized businesses enabling them to digitally manage finances, including invoicing, bank reconciliation, bookkeeping, and more, all from one place.
Learn more about Unito's Xero integrations
