Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Salesforce and Xero. Looking for something else? Connect Salesforce and Xero the way you want.
A common inquiry we ran across in our research was “What is the Xero-Salesforce integration?”.
One way to consider this is empower your teams with a fully integrated system between Xero and Salesforce. Eliminate double data entry and empower your team to edit client contact details from within Salesforce when necessary, which will then be reflected in Xero immediately.
This of course begs the question “Is Xero an effective solution for small and growing businesses?”
However, we can see that Xero is effective solution for small and growing businesses that don’t have the time for custom work . We now have many customers integrating Salesforce to Xero, and for all of them we use one of 2 App. Exchange vendors who make it all very easy.
Also, how do I configure Xero invoices in Salesforce?
Configure your Xero invoice from within Salesforce by setting your pre-populated fields such as due date, discounts, price, tax rates, and any custom fields. Any Opportunity products will turn into line items by default.
Can xero do cis?
When you enable CIS in Xero, you get access to our basic CIS functionality: Use our CIS account codes to automatically calculate and apply deductions to your transactions. Add CIS details in the contact record of your subcontractors so Xero can deduct the right amount.
This begs the query “How do I set up CIs in Xero?”
Use the demo company to see how CIS in Xero works before you enable it. Set up CIS in your organisation to add new CIS system accounts to your chart of accounts. You need the adviser or standard user role to update financial settings. In the Accounting menu, select Advanced, then select Financial settings.
Note that Xero CIS breaks completely if you need to have a credit in the same month as other payments to a contractor (A credit for just CIS labour doesn’t get shown in 981 being it’s not a ‘cash’ transaction yet, and when the credit is applied to a bill it gets split across CIS labour and Materials.
Is there a way to change the history in Xero?
The only way to correct past things is ‘remove and redo’ and that changes history, and Xero is just, well, Xero CIS is diabolical. I still rely on a manual system to ensure Xero isn’t doing unexpected and untraceable things. If anyone’s reading this considering using Xero for CIS, seriously go find another platform and don’t be a Xero guinea pig.
What account code does Xero use for my chart of accounts?
If the account code shown below is being used by another account in your chart of accounts, Xero uses the next available code at the end of your chart of accounts list. For example, if 321 is already used, and the highest number used on your chart of accounts is 980, Xero will use code 981 for the CIS Labour Expense account.