Скачать или смотреть How to Integrate Salesforce with Xero (Native Integration Walkthrough)

If you are using Salesforce and Xero, you already know the reality: keeping them in sync can feel like a full-time job. Sales teams live in Salesforce. Finance teams live in Xero. And in between? Endless manual data entry, spreadsheet workarounds, duplicate records, missed payments, delays, and errors that slow everyone down.

This is exactly what Breadwinner solves.

Breadwinner is the native Salesforce integration platform that connects Salesforce + Xero in real time, giving Sales and Finance one shared source of truth directly inside Salesforce. That means your revenue team no longer needs to jump between tools, chase finance for updates, or worry about whether invoice data is accurate. With Breadwinner, your Xero financial information becomes available where your team already works every day: Salesforce.

What this demo covers (Salesforce + Xero integration walkthrough)

In this video, you will see how Breadwinner brings your financial data into Salesforce, including:

✅ View every Xero invoice in Salesforce
See every invoice you have ever created right inside Salesforce organized, accessible, and linked to the correct account. No switching tabs. No exporting reports. No manual reconciliation.

✅ Optional syncing of bills and purchase orders
In addition to invoices, you can opt in to sync other finance objects like bills and purchase orders, giving you even deeper finance visibility in Salesforce.

✅ Account-level financial summary (real time)
On each Salesforce Account page, you can instantly see:

1. Total invoiced
2. Total paid
3. Total due / outstanding

A clean chart visualization so your teams can understand customer payment status at a glance

This is perfect for revenue teams who want to reduce friction between Salesforce CRM and Xero accounting, and for businesses who want to operate faster without messy manual processes.

Create a Xero invoice from Salesforce (in seconds)

The second half of this demo shows one of the biggest workflow wins: creating a Xero invoice directly from Salesforce.

From a Salesforce Opportunity, you can:

Click New Invoice

Choose to prepopulate invoice details using the Opportunity data (or start from a blank invoice and create a new customer)

Click Create Invoice in Xero

In seconds, the invoice is created:
✅ in Salesforce
✅ in Xero
✅ automatically
✅ with no sync delay
✅ without manual data entry
✅ and without errors

This is what modern RevOps should look like: creating invoices inside Salesforce, while still keeping Finance in full control through Xero. It’s a major upgrade for teams trying to streamline the order-to-cash process.

Why Salesforce + Xero integration matters

Disconnected systems create operational drag. When Salesforce and Xero don’t talk properly, your teams deal with:

1. duplicate data entry
2. mismatched customer records
3. incorrect invoice status
4. poor visibility into payments
5. delays invoicing customers
6. slow renewal and collections workflows
7. inaccurate forecasting

Breadwinner removes that friction by providing real-time finance data inside Salesforce, including invoices and payment status. That helps your business:
🚀 invoice faster
🚀 improve cash collection
🚀 reduce finance interruptions
🚀 improve customer conversations
🚀 improve forecasting accuracy
🚀 create better customer experiences

Who Breadwinner is for

Breadwinner is ideal for teams that:

1. use Salesforce CRM and Xero accounting software
2. want to eliminate manual syncing and spreadsheets
3. want Sales to create invoices from Salesforce Opportunities
4. want Finance and Sales to share one version of the truth
5. want real-time invoice and payment visibility in Salesforce
6. want a true Salesforce-native integration (not a fragile connector)

If you’re searching for:
“Salesforce Xero integration”
“Xero invoices in Salesforce”
“create Xero invoice from Salesforce”
“Salesforce accounting integration”
“Salesforce finance integration platform”
…this demo is for you.

Get a personalized Breadwinner demo

Want to see how Breadwinner works with your Salesforce setup and your Xero workflow?

👉 Request a personalized demo here: https://breadwinner.com

We can get you started in minutes.

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