Xero Salesforce Integration –
Native. Fast. Reliable. Real-Time.
Connect Salesforce and Xero in hours. Eliminate manual data entry and gain real-time visibility into your financial data — all inside Salesforce.
The Salesforce-side of Xero
The Xero data your sales team can never reach — now lives on the Salesforce record.
Most growing companies don't buy Xero seats for the sales team. So when a rep needs to know whether an invoice is paid, what's owed, or whether a contact's address is current — they Slack finance, email finance, or just guess.
Breadwinner installs natively from the AppExchange and pipes live Xero contacts, invoices, payments, and credit notes into native Salesforce objects. No middleware. No data routed through a third-party cloud. No extra Xero licenses to buy. Just real Xero data, on the records your reps already open ten times a day.
4.93 ★
129+ AppExchange reviews
Same-day
Install · Configure · Sync
Breadwinner · Account · IronLeaf Fabrication 
Account
IronLeaf Fabrication$1,699.19
Total Overdue
$1,699.19
Total Due
$8,331.10
Total Paid
$10,030.29
Total Invoiced
142 Days
Overdue INV-0021
Powered by
Breadwinner
Account Name
IronLeaf Fabrication
Phone
(865) 312-4477
See it wired to a real Xero org.
30-minute walkthrough in a Salesforce sandbox connected to a live Xero demo company. No slideware.
Why Xero teams choose Breadwinner
A native Salesforce app, made specifically for the Xero stack.
Secure by design
Native Salesforce-managed package, SOC 2 Type II, granular permissions, and a unique read-only mode. Your finance data never leaves your Salesforce security boundary.
Live in hours
Purpose-built for Xero with smart field mappings pre-configured. Most customers install, authenticate, and start syncing the same day.
Real-time, two-way sync
Updates in Salesforce hit Xero in minutes — and vice versa. No batch jobs, no nightly cron, no stale invoice numbers.
Sync, in three acts
Three jobs your Xero–Salesforce sync has to nail.
A good integration isn't a feature list — it's a small handful of moments your team lives in every day. Breadwinner is built around three of them: keeping contact records honest, getting invoices out fast, and putting live finance numbers in front of the people who need them.
Keep your customer list honest, in both systems.
Sales updates a contact in Salesforce. Finance updates the same contact in Xero. Nobody told the other side. Breadwinner ends that cycle — one edit, both systems, no diff to reconcile at month-end.
One contact, two systems, kept in sync
Edit a Xero contact's details, addresses, or attention-to from the Salesforce account. The change posts to Xero in seconds — and back the other way too.
Address mismatches, fixed in a click
Breadwinner spots discrepancies between Salesforce and Xero contacts and lines them up side-by-side so finance and ops can resolve them without a spreadsheet handoff.
Breadwinner · Xero Contacts Xero Contacts
5 items · Updated a few seconds ago
| Xero Contact # | Company Name | Customer | Supplier | Salesforce Account | Town |
|---|---|---|---|---|---|
| BW - 0368 | IronLeaf Fabrication | IronLeaf Fabrication | Knoxville | ||
| BW - 0327 | Mochi Power Systems | Mochi Power Systems | Atlanta | ||
| BW - 0311 | DDL | DDL | — | ||
| BW - 0284 | Signal Media | Signal Media | London | ||
| BW - 0245 | Vitamix Blender Co. | Vitamix Blender Co. | London |
Edit any Xero Contact → fields sync to Salesforce instantly
Live
Collapse the gap between Closed-Won and "they paid."
The longer it takes for an invoice to leave Xero, the longer your DSO. Breadwinner lets the rep raise the Xero invoice the moment they win the deal — branded, populated, and validated against your Xero org's rules. Payment status flows back the second a customer pays.
Quote signed → Xero invoice sent
When the opp closes, the rep generates a Xero invoice from the same record — no rekey, no waiting for finance, no "can you make sure they got the bill?"
Outstanding, due, paid — visible to the right people
Status flows back from Xero onto the Salesforce account so reps, AMs, and collections all work from the same picture. No mystery on the call.
Breadwinner · New Xero Invoice New Xero Invoice for
IronLeaf Fabrication
Company
IronLeaf Fabrication
214 Industrial Pkwy
Knoxville, TN 37919
Contact
Sarah Bennett
sarah@ironleaf.co
Xero Org
Demo Company (US)
Connected
Invoice Details
Terms
Invoice Number
Invoice Date
Due Date
Created from Opportunity · 12 fields auto-mapped
Sales sees the same numbers your CFO is looking at.
When a rep is on a renewal call, "what do they owe us right now?" should not require a Slack message to finance. Breadwinner puts live aged-receivables, payment history, and credit context on the Salesforce account — same numbers, same moment, no lag.
Live aged-receivables on the account
Outstanding balance, average days-to-pay, payment history — surfaced on every Salesforce account. The same numbers your CFO is looking at, available to the rep before the conversation.
Invoices that go out right the first time
Pre-populate due dates, discounts, branding themes, tracking categories, tax rates, and custom fields. Configure once; reps never have to remember the rules.
Breadwinner · Invoice INV-0041 Invoice
INV-0041
Billing Address
Sarah Bennett
IronLeaf Fabrication
214 Industrial Pkwy, Knoxville, TN
Status
Paid
Fully Paid
11/05/2025
Invoice Date
10/10/2025
Due Date
11/09/2025
Synced from Xero · Read-only inside Salesforce
Live
Done with copy-paste between Salesforce and Xero?
Native AppExchange install · Xero-specific field mappings · Free 14-day trial — no credit card.
Salesforce + Xero + Stripe
The full Xero stack — finally connected.
Most growing teams quote in Salesforce, invoice in Xero, and collect through Stripe. Three best-in-class systems — and three different sources of truth, until something breaks. Breadwinner is the only Salesforce-native app that wires all three together so your quote-to-cash motion runs in one timeline.
Salesforce
Where deals close
Xero
Where invoices live
Stripe
Where payments arrive
Breadwinner connects all three — natively in Salesforce Real-time revenue insights
Stripe charges, refunds, and subscriptions surface inside Salesforce records.
Faster time-to-value
Pre-built Stripe objects and field mappings — up and running in minutes.
Seamless payment sync
Stripe payments flow into Salesforce alongside Xero invoices.
Unified, error-free workflows
Eliminate manual reconciliation between Stripe and Xero.
Already using Stripe to collect on Xero invoices?
We'll plug all three into one Salesforce timeline so reconciliation stops being someone's Friday afternoon.
Built for global teams
UK entity. AU subsidiary. NZ branch. One Salesforce instance.
Xero powers a lot of international businesses — and most of them run a separate Xero org per country, currency, or legal entity. Breadwinner's multi-org support is purpose-built for that reality: connect every Xero org to one Salesforce, keep currencies and tax rules clean per-entity, and give the global ops team a single dashboard.
Unified dashboard
View and manage data across every connected Xero org from one Salesforce instance.
Cross-currency ready
Handle GBP, USD, AUD, NZD, EUR — and any other Xero-supported currency — cleanly across regional or subsidiary orgs.
Centralized control
Permissions, field mappings, and sync settings — configured per-org, governed centrally.
Breadwinner · Setup · Xero Breadwinner
Setup & Config
Tools
Setup
Breadwinner · Xero
Acme UK
187 invoices · GBP
Acme AU
94 invoices · AUD
Acme NZ
63 invoices · NZD
Running Xero in three countries? Show us.
Multi-currency, multi-entity, single Salesforce. Bring your hardest org structure — we'll architect the answer in 30 minutes.
Give your Salesforce agents a Xero-aware brain.
Salesforce agents trained on Salesforce data alone can't answer the questions reps actually get asked: "What did this customer pay last quarter?" "Are they on hold for non-payment?" "Did they ever query the last invoice?" Those answers live in Xero.
Breadwinner's Agentforce Accelerator ships pre-built topics and actions wired to live Xero contacts, invoices, payments, and credit notes — so the agents your team builds in Agent Builder, the prompts your team builds in Prompt Builder, and the workflows your team automates all start with the right financial context, on day one.
Agentforce Topics & Actions
Answer in natural language
"What's overdue for IronLeaf Fabrication?" Your Agentforce agents respond using live Xero data — pre-built topics and actions ship with Breadwinner's Agentforce Accelerator.
Prompt Builder
Auto-draft collections nudges
Generate personalized payment reminders that reference the actual unpaid invoice and customer history — grounded in real records, not summaries.
Agent Builder
Flag at-risk accounts proactively
Design Agentforce agents that watch invoice and payment patterns — surfacing accounts at risk of going overdue before they become collections issues.
Want your Agentforce agents to know about Xero?
We'll demo pre-built topics and actions answering real Xero questions inside Salesforce — wired up live.
Why Breadwinner
Buy, build, or invent?
A purpose-built Xero–Salesforce app, an iPaaS connector, or a custom-coded sync — they all deliver "Salesforce knows about Xero," but at very different costs in time, money, and ongoing maintenance.
Turn-key Product
Buy
A native, extensible integration that installs in minutes and delivers value in hours — not weeks or months. Purpose-built for Xero with full flexibility for custom use cases.
Use for: Fast, reliable integration between your finance system and Salesforce
iPaaS Project
Build
A generalist middleware platform that connects systems in a many-to-many pattern. Requires ongoing maintenance, middleware expertise, and often months of development.
Use for: Large, multifaceted integration projects spanning multiple platforms
Custom Code
Invent
Building and maintaining your own integration layer from scratch. Long-running, expensive, and a constant drain on engineering resources.
Use for: Highly custom needs unsolvable with existing solutions
12 years on the AppExchange
A Xero integration your security team will actually approve.
AppExchange certified
5★ · 129+ reviews
SOC 2 Type II
Audited annually
Salesforce Partner
Since 2014
Customer stories
Receipts from real Xero teams.
Integrations live or die on the implementation. Here's how three Xero-powered teams — across consulting, recurring-revenue tech, and education — actually got Breadwinner into production, and the outcomes they pulled out the other side.
3 days → 3 hrs
monthly invoicing time across 50+ clients — an 88% reduction
"Breadwinner allows Salesforce and Xero to communicate which has eliminated a huge amount of manual data work each month."
4 hrs/wk
reclaimed by automating Salesforce → Xero forecasting and invoicing
"With Breadwinner and GSP, Apkudo implemented a forecasting and billing solution that most CROs and CFOs only dream of!"
5+ years
with sales and ops teams creating Xero invoices direct from Salesforce — no finance bottleneck
"Breadwinner is the bridge between our CRM system and our finance system. My team has visibility of finance things to make their job quicker and more accurate."
Want to talk to one of these teams directly?
We'll connect you with a current Breadwinner customer running Xero at similar scale — references on request.
In their words
From the Xero teams who've already done it.
"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
"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."
Darwin Stephenson
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."
Morgan Selph
President, PlaySpace Designs
Frequently asked questions
Common questions about integrating Xero with Salesforce.
Are you a developer building a custom integration? Read our step-by-step Apex guide for Salesforce Xero integration.
Pricing
Starting from $310/mo
Simple, transparent pricing for Xero + Salesforce. All plans billed annually with full support included.
Xero + Salesforce Integration
See it on a real
Xero org.
30 minutes with a Breadwinner engineer, in a Salesforce sandbox connected to a live Xero demo company. Bring your hardest questions about contacts, currencies, branding themes, or tracking categories — we'll show you exactly how each one syncs.
30-minute live demo
Tailored to your use case, with time for questions.
Technical Q&A
Bring your admin — we'll answer the hard questions.
No pressure
No sales pitch. Just a walkthrough so you can evaluate.
SOC 2 certified
A decade of trust handling sensitive finance data.
Having trouble with the calendar? Open it in a new tab
Live Xero data, on every Salesforce account, by the end of the week.
Native install. Same-day sync. SOC 2 Type II. 4.93★ on AppExchange.