Sales and finance teams may be chasing the same goals but they often run on different tracks and are trapped in disconnected systems. Afraid of these scenarios? You are on the right page.
Remember, ecommerce businesses thrive on speed, accuracy, and seamless customer experiences.
When your sales team operates in Salesforce and your finance team lives in Xero, but these critical systems don't communicate due to lack of integration, it’s time to ensure the sales and finance operate on the same page. Else, you’ll introduce manual handoffs, delayed invoicing, and reporting errors in your business that can hinder profitability and cash flow.
This article will explain the step-by-step setup process for Salesforce Xero integration, who this integration is for, and why it is important to ensure seamless workflows.
At its core, Salesforce Xero integration is about syncing data between your CRM and accounting platform to optimize the end-to-end sales and revenue cycle.
Having said, this integration creates a two-way sync between your CRM and accounting systems that unifies quoting, billing, and payment processes and automates workflows.
Here are a few essential features that you should determine when evaluating integration solutions:
The Salesforce Xero integration can support a variety of industries and workflows:
Numerous retail and ecommerce companies see dramatic improvements in order processing and inventory management. Bases Loaded, a sporting goods retailer, went from spending four minutes manually posting each order to putting it on autopilot with Webgility, processing more than 1,000 orders automatically on busy days.
Channie's Visual Handwriting & Math Resources grew from $1.9M to $5.5M in revenue. It now processes over 10,000 online orders monthly, demonstrating how automation enables scale without proportional resource increases.
Various specialty retailers with complex inventory requirements have also benefited from ecommerce inventory management tools. The Wine Cellarage, a New York-based wine retailer with over 15,000 cases in inventory, saved at least 10 hours per week of manual data entry using Webgility, translating to more than $400 monthly savings.
The Nappy Shoppe achieved an 88% reduction in shipping labor and saved 52 hours per week on order processing, allowing them to reassign employees to growth-focused activities.
A lot of product companies leverage the integration to sync inventory levels and sales orders between systems. Rareform, which repurposes freeway billboards into unique bags and accessories, uses Webgility to maintain real-time inventory visibility across 350 stores and their online platform.
Syncing inventory across channels improves demand forecasting and order fulfilment. Webgility also helped simplify month-end closing for Rareform to ensure accurate financial reporting by maintaining consistent product and pricing information.
Also read: Top 12 Ecommerce Automation Software To Drive Growth In 2025
Depending on your business complexity, there are several integration approaches to consider:
Fact: Limited in customization and typically handles basic sync
Fact: Best for lightweight or modular automation needs
Fact: Provides flexibility but higher upfront investment and maintenance
Streamline and automate your sales and accounting operations by using Webgility to sync customers, orders, payments, and inventory across Salesforce and Xero, no coding required:
Webgility will automate the following processes:
Note: Continuously monitor your dashboard for successful sync messages and error handling.
Webgility supports both summarized and detailed postings, enabling you to:
Integrating Salesforce and Xero may involve some technical and organizational challenges, but with the right strategies, you can overcome these situations. Here are the challenges and solutions:
Fix: Map only essential fields first; use integration tools that allow customization.
Fix: Use batch syncs, error handling, and pre-built connectors with retry logic.
Fix: Set a source of truth and schedule syncs strategically
Fix: Use automation platforms that handle scale and API limits.
Fix: Standardize deal-to-invoice workflows across teams, show time savings and pilot new workflows.
Fix: Offer clear SOPs, in-app guidance, and internal champions.
By connecting Salesforce and Xero, you can automate alignment between your front office and your books. However, the problem comes when you want to unify your data, eliminate invoicing and reporting delays, and gain full visibility into every step of the sales-to-cash process.
This is why you need to move beyond manual processes and automate your entire ecommerce workflows with Webgility.
The result of trusting Webgility as your go-to business partner? A smoother, faster flow from sale to payment and order fulfilment, and the freedom to focus on growing your business.
Book a demo with Webgility today and reap the benefits from Salesforce Xero integration and 70+ other platforms.
Integrating Salesforce with Xero eliminates manual data entry, reduces errors, and synchronizes customer, invoice, and payment data between your CRM and accounting systems. This gives your team a unified view of each customer, speeds up the quote-to-cash process, and provides real-time cash flow visibility.
The setup time for Salesforce Xero integration varies depending on the solution you choose. With user-friendly platforms like Webgility, you can complete the basic integration in under an hour.
Yes, many integration solutions, including Webgility, offer bidirectional sync. This lets you push and pull contacts, invoices, payments, and other data between Salesforce and Xero.