Integrating Xero
with Salesforce
Overview of integrating solutions for connecting Xero and Salesforce
![Xero Logo for Xero](https://financesonsf.com/wp-content/uploads/2024/02/Xero-4-300x300.png)
Tools to integrate Xero and Salesforce
![Breadwinner logo](https://financesonsf.com/wp-content/uploads/2024/02/Breadwinner-Logo.png)
Breadwinner
Breadwinner offers data synchronization capabilities, including two-way and historical data sync, automatic data sync, and more.
![TwoCanConnect Logo](https://financesonsf.com/wp-content/uploads/2024/02/TwoCanConnect-logo-3.png)
TwoCanConnect
TwoCanConnect enables the creation of invoices from Salesforce with a custom UI/page, supports instant invoice sync, and tracks invoice statuses.
![](https://financesonsf.com/wp-content/uploads/2024/02/Zapier-logo.webp)
Zapier
Zapier offers data synchronization capabilities primarily focusing on creating custom workflows, supporting automatic data sync.
![SFX logo](https://financesonsf.com/wp-content/uploads/2024/02/sfx-logo-3-2.png)
SFX
SFX provides two-way and historical data sync and automatic data sync. It facilitates the creation of invoices from Salesforce with a custom UI/page.
![TwixRiva Icon](https://financesonsf.com/wp-content/uploads/2024/02/TwixRiva-icon.png)
TwixRiva
TwixRiva offers data synchronization, including two-way and historical sync, automatic data sync, and customizable options.
Features Comparison
Breadwinner | SFX | TwoCanConnect | TwixRiva | Zapier | |
---|---|---|---|---|---|
FEATURES | |||||
AppExchange Listed | 2014 | 2017 | 2019 | 2021 | 2012 |
AppExchange Reviews | 100+ | 10+ | 5+ | 5+ | 200+ |
AppExchange Average Rating | 4.92 | 3.91 | 4.50 | 5 | 4.86 |
LinkedIn Company Page | Breadwinner | Riverdale | SOL | TwixRiva | Zapier |
LinkedIn Headcount | ~ 50 | ~ 10 | ~ 10 | ~ 50 | ~1200 |
Staff Primarily In | US & UK | Australia | Australia | Australia | US |
Pricing | Higher-end | Free | Higher-end | Mid-range | Mid-range |
DATA SYNCHRONIZATION | |||||
Two-Way Data Sync | ✅ | ✅ | ✅ | ✅ | ❌ |
Historical Data Sync | ✅ | ✅ | ✅ | ✅ | ❌ |
Automatic Data Sync | ✅ | ✅ | ✅ | ✅ | ✅ |
Custom Data Sync Options | ✅ | ✅ | ✅ | ✅ | ✅ |
FINANCE AND INVOICE MANAGEMENT | |||||
Create Invoices from Salesforce | ✅ | ✅ | ✅ | ✅ | ✅ |
Custom UI/Page for Invoice | ✅ | ✅ | ✅ | ✅ | ❌ |
Instant Invoice Sync | ✅ | ✅ | ✅ | ✅ | ❌ |
Invoice Status Tracking(i.e. paid, Overdue, due) | ✅ | ✅ | ✅ | ✅ | ❌ |
Create Invoices from Account | ✅ | ❌ | ❌ | ✅ | ❌ |
Out of box Invoice Creation from Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ |
Ability to Create Invoices from Any Object | ✅ | ❌ | ❌ | ❌ | ❌ |
Approving Invoices in Salesforce | ✅ | ✅ | ✅ | ✅ | ❌ |
Fetch Xero Invoice PDF in Salesforce | ✅ | ✅ | ✅ | ✅ | ❌ |
Email PDF Invoices Via Salesforce | ✅ | ✅ | ❌ | ❌ | ❌ |
Download the Xero Invoice PDF from within Salesforce | ✅ | ✅ | ✅ | ✅ | ❌ |
Batch Invoicing | ✅ | ✅ | ✅ | ✅ | ❌ |
CURRENCIES AND LEGAL ENTITIES | |||||
Connect to Multiple Xero Orgs | ✅ | ✅ | ✅ | ✅ | ❌ |
Multi-Currency Support | ✅ | ✅ | ✅ | ✅ | ✅ |
Dedicated Payments Object | ✅ | ❌ | ❌ | ✅ | ❌ |
OTHERS | |||||
Easy One-Click OAuth Connection | ✅ | ✅ | ✅ | ❌ | ✅ |
Custom Data Mapping | ✅ | ✅ | ❌ | ✅ | ✅ |
Custom UI for Xero Contact and Xero Invoices in Salesforce | ✅ | ✅ | ✅ | ✅ | ✅ |
Create Xero Contacts from Salesforce | ✅ | ✅ | ✅ | ✅ | ✅ |