Salesforce Integration with Xero
Integrate Salesforce with Xero
What are the basics of integrating Salesforce with Xero?
The essential elements of integrating Salesforce with Xero are twofold.
- Master Data (Customers, Contacts and Products)
- Transactional Data (Opportunities – with or without Product Line Items)
Integrating Accounts and Contacts from Salesforce to Xero
There are several considerations when integrating Accounts and Contacts between Salesforce and Xero.
- Firstly we need to check if the Account or Contact exists in Xero already, and if so what action is to be taken.
- When creating a new Customer in Xero we then need to write back certain information back to Saelsforce, like the Xero Acco
- It is also important to consider if changes are made in either Salesforce or Xero, what actions are to be taken?