The Leading Xero and 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.
An intuitive, reliable, and robust solution
Installing software has never been so easy. With Breadwinner, field mappings are pre-configured and data is imported quickly and intuitively.
Allow staff to view select accounting data in a Read-Only or Read-Write permission framework. Our Salesforce native app is designed with security in mind.
Breadwinner is a true bi-directional syncing solution. Any changes made in Salesforce are updated in QuickBooks within minutes.
Built by experts, trusted by Salesforce professionals
Get started in minutes with our unique 4-step setup wizard. Connect systems, update account and opportunity page layouts, and match accounts in little time.
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.
Breadwinner is a true bi-directional syncing solution. Any changes made in Salesforce are updated in Xero and reflected back in Salesforce in minutes.
Empower your teams with a fully integrated system between Xero and Salesforce.
Improve productivity and save valuable staff time
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.
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.
Speed up time-to-payment and accelerate sales cycle
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.
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
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.
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.
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.
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.
“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.”
Head of UK Sales, Hummingbird Technologies
“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.”
Chief Revenue Officer, Apkudo
“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”
President, PlaySpace Designs
Have more questions? We answer some of your most frequently asked ones here.
Does Xero integrate with Salesforce?
If you’re searching for a Xero Salesforce integration, you’ve come to the right place. Our team of Salesforce developers has created an intuitive solution designed to promote cross-departmental communication between your sales and finance teams. Organizations utilize our integration to radically streamline key business processes and break down silos across their workforce.
Are repetitive and tedious tasks consuming the time of your sales and finance teams? If this is the case, you need to invest in workflow automation solutions to enhance team productivity. With the right workflow automation tools at your disposal, you can remove administrative tasks from workloads–enabling sales and finance teams to spend more time on high-value tasks.
Using our Xero Salesforce integration, sales and finance teams can access and edit Xero contact details within Salesforce. Any changes made using our Salesforce-native application are automatically reflected in Xero. This prevents sales and finance teams from navigating between multiple platforms to complete simple data entry tasks– saving significant staff time.
With the support of our connector, you can integrate Xero and Salesforce with ease. Nobody wants to spend hours trying to install and connect an integration solution. For this reason, we have designed a Salesforce Xero integration that works out-of-the-box. There’s nothing better than immediately unlocking the benefits and utilizing the features of integration.
The mirroring of real-time data across these two critical platforms can support revenue growth. Improving access to financial and sales data can allow team members to make stronger and more informed decisions – which can lead to increased revenue. Workflow automation tools like Breadwinner can play a pivotal role in transforming your organization’s productivity.
What is the best Xero Salesforce integration?
When it comes to connecting Xero and Salesforce, Breadwinner is the go-to solution. Our Salesforce-native integration successfully removes the need for team members to manually input data in Xero. With Breadwinner in your corner as a hassle-free solution, it’s never been easier for sales and finance teams to utilize real-time data for high-impact tasks.
Many iPaaS platforms provide users with dozens of integrations inside a single solution. While this might sound efficient, these integrations often leave users feeling frustrated as they do not consider the nuances of each application. The best integration solutions are purpose-built to pair specific platforms. All-encompassing iPaaS platforms involve more time and moving parts.
How are Xero and Salesforce different?
Xero and Salesforce are critical applications in the workflows of sales and finance teams across the globe. Upon deploying these applications, they quickly become home to finance and sales data that teams can leverage to make more informed decisions around customer management. While Xero is cloud-based accounting software, Salesforce is a widely-adopted CRM solution.
Are disjointed workflows creating bottlenecks across your organization? Breadwinner allows finance and sales teams to seamlessly share data across departments in real-time. You can wave “goodbye” to double data entry by saying “hello” to our workflow automation solution. Breadwinner has the features your teams need to get more done in less time.
While Breadwinner seamlessly connects data across both applications, senior team leaders are given the ability to protect important accounting information. This means sales team members can charge customers inside the Salesforce-native solution without viewing sensitive data. We recognize the importance of restricting the visibility of sensitive data across departments.
How can you input Xero data into Salesforce?
With no coding or technical knowledge needed, sales and finance teams can use Breadwinner to connect Square and Salesforce. We recognize the need for an instant solution that connects Salesforce and Square to align communication between sales and finance teams. Breadwinner comes with a range of built-in automation features that you can simply switch on or off.
It’s remarkably easy to hit the ground running with Breadwinner and input Xero data into Salesforce. You do not need any technical knowledge to unlock the benefits of this solution. Regardless of technical ability, team members can instantly explore the game-changing features of Breadwinner and begin to streamline cross-departmental communication.
How can you link Xero and Salesforce?
Breadwinner enables you to link Xero and Salesforce in just under an hour. After the installation process is finished, your sales and finance teams can immediately begin to align Xero data with Salesforce accounts and streamline workflows. If you’re looking for effective ways to drive efficiency across your organization and further meet customer needs, Breadwinner is for you.
Now is the time to begin embracing workflow automation tools with the potential of streamlining key business processes. If your sales and finance teams are struggling to communicate and share critical data in a timely manner, Breadwinner’s features can speed up cross-departmental communication by enabling team members to share sales and finance data in real-time.
Without the need for any technical expertise, sales and finance teams can tap into the benefits of workflow automation and make rapid progress. There has never been a better time to begin leveraging the potential of workflow automation tools for your organization. If your sales and finance teams are struggling to align their data, Breadwinner can make their lives easier.
How do I get started with a Xero Salesforce integration?
A Salesforce and Xero integration can transform communication between finance and sales teams and give those working on these teams more time to focus on customer-facing tasks. If your teams are feeling bogged down by workloads swamped in administrative tasks, making use of workflow automation tools can help to reduce the burden of these tasks.
Are your sales and finance teams growing tired of navigating between Xero and Salesforce to complete simple data entry tasks? If this is the case, you should consider signing up for a free trial of Breadwinner today. This is a risk-free opportunity for you to leverage the tremendous potential of workflow automation and de-clutter workloads filled with administrative.
Try Breadwinner for Xero for free today.