Connect Salesforce to Xero Accounting
Automate workflows between Salesforce and Xero Accounting. No coding required.
What you can automate between Salesforce and Xero Accounting
These are the most popular automations teams set up between Salesforce and Xero Accounting. Each one runs automatically once activated — no manual steps.
Create order when new contact created
Generate a new order automatically when when a new contact is added to your crm.
Create contact when new order placed
Add a new contact to your CRM automatically when when a customer places a new order.
Sync Salesforce changes to Xero Accounting
Keep Xero Accounting updated when when a new deal or opportunity is created.
What syncs between Salesforce and Xero Accounting
Customer and order data from Salesforce syncs to Xero Accounting. Every purchase updates the contact record with order history and lifetime value.
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Xero Accounting
- Orders
- Products
- Customer records
- Payment status
- Shipping details
How to connect Salesforce to Xero Accounting
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Salesforce account with API access enabled
- An active Xero Accounting account
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate Salesforce
Click "Add Connection" and select Salesforce from the app directory. You'll be redirected to Salesforce's authorization page. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Authenticate Xero Accounting
Same process for Xero Accounting. Click "Add Connection," select Xero Accounting, and authorize access. Grant Arahi access to your orders, products, and customer data. You choose which store data the integration can read.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in salesforce or new order placed in xero accounting. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: create order in xero accounting. Map the data fields between Salesforce and Xero Accounting so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between Salesforce and Xero Accounting. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect Salesforce and Xero Accounting?
Manually moving data between Salesforce and Xero Accounting is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.
Tips for your Salesforce + Xero Accounting integration
Get more out of this integration with these best practices.
Who uses the Salesforce + Xero Accounting integration?
Teams across industries connect Salesforce and Xero Accounting to streamline their workflows.
Sales reps tracking deal progress who rely on Xero Accounting for commerce
E-commerce operations who need real-time data from Salesforce
Sales teams and e-commerce operations collaborating across tools
Frequently asked questions
Everything you need to know about connecting Salesforce and Xero Accounting.
How do I connect Salesforce to Xero Accounting?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both Salesforce and Xero Accounting via OAuth. Choose a workflow template — like syncing crm events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Salesforce and Xero Accounting?
You can automate a wide range of workflows: sync new Salesforce events to Xero Accounting actions, trigger Xero Accounting updates when Salesforce data changes, create Xero Accounting records from Salesforce events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Salesforce and Xero Accounting integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your Salesforce-to-Xero Accounting workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my Salesforce data secure when connected to Xero Accounting?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your Salesforce or Xero Accounting passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between Salesforce and Xero Accounting?
Yes. You can set up workflows that trigger from either Salesforce or Xero Accounting. For example, create a workflow where Salesforce events update Xero Accounting, and a separate one where Xero Accounting changes sync back to Salesforce. Each direction is configured independently so you have full control.
Do I need technical skills to connect Salesforce and Xero Accounting?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use Salesforce and Xero Accounting, you can set up the integration. Most users are running their first workflow within 10 minutes.
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