PRE-BUILT CONNECTOR

Connect Xero and Salesforce

ConnectJunction provides zero-code integration between Salesforce and Xero, enabling two-way sync. Its unique Salesforce-native architecture utilizes the full power of Salesforce’s APIs to make data from Xero searchable, actionable, and reportable with Salesforce’s Process Automation and Analytics, powering Agentforce’s AI insights.

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Salesforce-native platform

Enrich your customer’s financial profile.
Automate actions.

Access product catalog, pricing and payment updates from Xero in Salesforce to power account management workflows.

True Customer 360 Snapshot

  • Single source of truth aggregating customer data
  • Automated syncing maintains data integrity across systems

Enhanced Analytics

  • Extend Agentforce AI Agents to Xero data to aggregate insights in Salesforce
  • Automate alerts in Salesforce from Customer Receivables status
  • Create Salesforce Dashboards powered by Xero data

Accelerate Productivity

  • Xero insights to Salesforce mobile app
  • Automated bulk invoice generation in Salesforce saves time
  • Eliminate manual data entry

POINT & CLICK INTEGRATION

Your customer’s financial data.
Unified.

Zero Code Plug-n-Play Integration​

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture

Point-and-Click Administration​

Easily extend the integration to any standard or custom object in Salesforce or Xero

Automated Bulk Invoicing

Leverage data from Xero or Salesforce (or other time entry apps) to automatically generate Invoices in bulk, saving invoice generation time for professional services firms

Designed for Sales Cloud & Manufacturing Cloud

Offer visibility into inventory at the time of Quote creation in Salesforce and see invoices and customer balances on Salesforce Accounts

Product-level Sales Analytics in Salesforce

Product Catalog sync from Xero enables Salesforce Dashboards to show Sales Pipeline and Order History by Products for more granular product-level Sales reporting

data sync matrix

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Do more in Salesforce with Xero Data

$175 USD/month

  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments
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Pro

Enhance Xero with more Data Sources

$250 USD/month

  • View Inventory in Salesforce
  • Push Orders to Xero
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Plus

Enhanced Sync for Advanced Integrations

$350 USD/month

  • Sync 3rd party Apps
  • Multi-Company Support
  • Support for AI Agents
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Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.