The Leading Xero Salesforce Integration

Breadwinner allows businesses to align their sales and finance data. A unified system means teams can work together with a shared vision of growth and profitability.

Built by experts, trusted by Salesforce professionals

icons8-software-installer-100

Quick Install

Get started in minutes with our fully native Xero Salesforce Integration. Connect systems, update account and opportunity page layouts, and match accounts in little time.

icons8-privacy-100

Secure Operations

Safely operate with our unique Read-Only mode and user permissions sets. Our Salesforce native app allows management to let teams work at the appropriate levels.

icons8-synchronize-100

Two-way Sync

Breadwinner is a true bi-directional syncing solution. Any changes made in Xero are reflected back to Salesforce in minutes, and invoices created from Salesforce are in Xero instantly.

Salesforce Generative AI. Supercharged.

Feed Einstein Copilot, Custom Actions, and more with live financial data from Xero. Bring rich, full record data into your org for better operations, AI grounding, and deeper insights.

Netsuite Salesforce Integration Ai Einstein Co Pilot Lozenge
Netsuite Salesforce Integration Ai Einstein Co Pilot

Gain insights about your customers and financial data right inside Salesforce

Netsuite Salesforce Integration Ai Einstein Prompt Builder Lozenge
Netsuite Salesforce Integration Ai Einstein Prompt Builder

Remind customers they owe on their invoices with direct insights from their account

Netsuite Salesforce Integration Ai Einstein Prediction Builder 1
Netsuite Salesforce Integration Ai Einstein Prediction Builder

Forecast customer behavior more accurately using financial data

Empower your teams with Breadwinner’s Xero Salesforce Integration

Improve productivity and save valuable staff time

icons8-contact-details-100

Edit Xero Contact

Eliminate double data entry and empower your team to edit client contact details from within Salesforce when necessary, which will then be reflected in Xero immediately.

icons8-address-book-100

Address Match

It’s no secret that copying and pasting should be a thing of the past. Identify missing addresses and discrepancies between Salesforce and Xero and resolve them in just a few clicks using Breadwinner’s Xero Salesforce Integration.

Salesforce and Xero Address Sync
Salesforce Xero Integration - Opportunity Product

Speed up time-to-payment and accelerate sales cycle

icons8-investment-100-1

Create Invoices

Create Xero invoices easily from within Salesforce, from an Account, Opportunity, Order, or any custom object. Empower your sales and finance teams to quote and invoice efficiently using our Xero Salesforce Integration.

icons8-receipt-declined-48

Track Invoice Status

Allow your teams to track invoices within Salesforce, including those that are overdue, due, and current, making payment collections easier and faster.

 

Increase accuracy and work with critical data in real-time

icons8-financial-dynamic-presentation-100

Access Xero Account

Give staff access to the client’s current financial health with secure and reliable sharing of A/R data within Salesforce. Allow teams to access time-sensitive and live information.

icons8-tags-48

Pre-populate Fields

Avoid using inaccurate data and configure your Xero invoice from within Salesforce by setting your pre-populated fields such as due dates, discounts, prices, tax rates, and any custom fields using Breadwinner’s Xero Salesforce Integration.

Salesforce and Xero Financial Reports

Digitally transform business workflows through automation

Implementing workflow automation between Salesforce and your finance software has monumental gains but it doesn’t need to be a monumental task. Breadwinner offers various robust automation tools out-of-the-box, including our Guided Wizard, Custom Guided Wizard, Flows, and Global API.

Flexible to suit your business needs

Depending on the direction of the data sync, the user’s technical experience, and specific business process requirements, Breadwinner’s various automation methods provide businesses with the flexibility to select any or all of them.

Designed for all user experience levels

From admins, power users, consultants, to developers, Breadwinner’s powerful automation solutions are designed with the specific user in mind putting functionality, security, efficacy, and ease-of-use at the forefront.

Salesforce and Xero Create Invoice

Why Breadwinner?

Are iPaaS and other project-based solutions proving to be too time-consuming and costly to implement when it comes to integrating Xero and Salesforce? Breadwinner is a native and extensible, and adds value in hours/days, rather than weeks/months.

Extensible Product

ns page BW icon 1Buy

breadwinner-salesforce-xero-integration-extensible-product-buy-Turn-key

Buy a native, extensible Xero Salesforce Integration that’s been honed to meet use cases out-of-the-box, with full flexibility to support edge use cases.

Use for: Profound, fast, and efficient integration of, usually, two software platforms.

iPaaS Project

Build

breadwinner-salesforce-xero-integration-ipaas-project-Build

Build a generalist intermediation Xero Salesforce Integration that connects systems in a many-to-many pattern. This type of approach is typically a long-running project.

Use for: Large, multifaceted, many-to-many integration projects across multiple platforms.

Custom Code

Invent

breadwinner-salesforce-xero-integration-custom-code-invent

Invent a custom Xero Salesforce Integration using custom code. This project approach is long-running and has high maintenance requirements.

Use for: Integration projects with custom needs which are unsolvable with existing solutions.

Hear from our customers

We keep our customers happy by providing quality support and are proud to say that Breadwinner is reviewed highly on the AppExchange.

Hummingbird Technologies Logo

“We needed a platform that was going to deliver on what it promised. Breadwinner’s installation process was straightforward and smooth with a quick implementation session. We were set up and ready to go within an hour.”

Helen Keevil
Head of UK Sales, Hummingbird Technologies

apkudo logo

“We sought a solution that leverages automation and software to do these mundane tasks so our staff can focus on customer-facing actions that drive the business. With Breadwinner, the result is we’re more efficient and productive with fewer manual processes, and that’s better for everyone.”

Darwin Stephenson
Chief Revenue Officer, Apkudo

Cloudtopia Logo

“The issue with doing manual data entry is you have to double-check it and triple-check it. Breadwinner became a key player, acting as the bridge between the two pieces of software that allowed us to quickly and simply move information that was already being developed in Salesforce; without the extra cost and hassle”

Morgan Selph
President, PlaySpace Designs

Take your business to the next level with Breadwinner’s Xero Salesforce Integration

Salesforce Partners…

Find out how to make happier clients with Breadwinner.

Power Your AI With Data

Got questions about integration, or generative AI for Salesforce?  Let one of our friendly experts chart a course forward with you.

Breadwinner is committed to data privacy and will never share or sell your data with unauthorized 3rd parties.


Our Products

Integrate Salesforce with your ERP, payments or financial systems to utilise financial data and automate processes from within Salesforce…

NetSuite

Payments

QuickBooks

Xero

breadwinner-salesforce-netsuite-integration

Sync Salesforce & NetSuite quickly with Breadwinner for NetSuite. REST API also available.

breadwinner-salesforce-payments-integration

Securely connect Salesforce with Stripe, Square, and Braintree using Breadwinner Payments.

breadwinner-salesforce-quickbooks-integration

Quickly & securely align your sales and finance data with Breadwinner for QuickBooks.

breadwinner-salesforce-xero-integration

Quickly & securely align your sales and finance data with Breadwinner for Xero.

Have more questions? We answer some of your most frequently asked ones here.

Can you integrate Salesforce with Xero?

Yes, our team has created an intuitive Salesforce to Xero integration solution designed to streamline cross-departmental communication between your sales and finance teams. This Xero and Salesforce integration breaks down silos and radically streamlines essential business processes for the entire organization.

Are repetitive, tedious tasks draining your sales and finance teams? If so, it’s time to invest in a Salesforce integration with Xero. Workflow automation solutions enhance team productivity by removing burdensome administrative tasks – freeing up their time to focus on high-value activities.

One popular use case of our Xero Salesforce integration offers is the ability for sales and finance teams to access and edit Xero contact details directly within Salesforce. Changes made in our Salesforce-native application are automatically reflected in Xero, preventing data duplication across multiple platforms and saving significant staff time.

With the support of our connector, integrating Xero and Salesforce is effortless. We have designed an ‘out-of-the-box’ Salesforce Xero integration that offers instant benefits and features – nobody wants to waste their time installing complex integrations.

Real-time data sync across these critical platforms supports revenue growth. Improved access to financial and sales data empowers teams to make stronger, data-driven decisions that can unlock greater revenue opportunities. Workflow automation tools like Breadwinner play a central role in transforming your organization’s productivity.

What is the best Xero Salesforce integration?

There are a number of solutions on the market, but when connecting Xero and Salesforce without writing code, Breadwinner is a must-have solution. Our Salesforce-native integration eliminates manual data input in Xero. As a hassle-free tool, Breadwinner empowers sales and finance teams to leverage real-time data for impactful decision-making.

Many iPaaS platforms offer dozens of integrations in a single solution. These often leave users frustrated as they don’t consider the unique nuances of each application. Purpose-built integrations, tailored for specific pairings like Xero integration with Salesforce, provide superior results by reducing moving parts and complexity.

How can you input Xero data into Salesforce?

Breadwinner allows for effortless integration of Xero integration salesforce, eliminating the need for coding or technical expertise. We understand the need for quick solutions that bridge the gap between Salesforce and Xero for improved sales and finance alignment. Breadwinner’s built-in automation features can be toggled on or off, providing instant benefits.

Breadwinner removes technical barriers, empowering team members to instantly explore its game-changing features and streamline cross-departmental communication. The Xero Salesforce integration process is remarkably easy and allows you to input Xero data into Salesforce seamlessly.

How can you connect Xero and Salesforce?

Put simply – by installing Breadwinner.  Breadwinner enables you to link Xero and Salesforce in under an hour. Once installed, your teams can immediately start aligning Xero invoices with Salesforce accounts, optimizing workflows. If you are seeking ways to drive efficiency and better meet customer needs, Breadwinner is the Xero integration with Salesforce solution for you.

Now is the time to embrace workflow automation for streamlined business processes. If communication and data sync are pain points between your sales and finance teams, Breadwinner features speed up cross-departmental workflows by enabling real-time data exchange.

Breadwinner removes the need for technical expertise, allowing teams to tap into workflow automation benefits for rapid progress. There’s never been a better time to optimize your organization with workflow automation tools. If your sales and finance teams struggle to align their data, Breadwinner can make their jobs easier.

How do I get started with a Xero Salesforce integration?

Consider signing up for a free trial of Breadwinner today – it’s a risk-free opportunity to discover the power of workflow automation and streamline your administrative duties with a Salesforce and Xero integration. Book a demo today.