ConnectJunction for Xero

ConnectJunction for Xero

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 financial data from Xero searchable, actionable and reportable with Salesforce’s Process Automation and Analytics, powering Agentforce’s AI insights.

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ConnectJunction for Xero

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 financial data from Xero searchable, actionable and reportable with Salesforce’s Process Automation and Analytics, powering Agentforce’s AI insights.

CONTACT A SPECIALIST

Customer 360 Snapshot

  • Single source of truth aggregating customer data through automated syncing
  • Automate alerts in Salesforce from Customer Receivables status change

Enhanced Analytics

  • Extend Agentforce AI Agents to Xero data to aggregate insights in Salesforce
  • Create Salesforce Dashboards and Reports from Xero data

Accelerate Productivity

  • Deliver Xero data insights to Salesforce mobile app
  • Minimize errors by eliminating manual data entry

Architecture / Features

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

Multiple Payment Gateways

Integrate with payment processors of your choice including Stripe, Paypal and Authorize.Net

Data Sync Matrix

Subscription plans

Billed Annually

Discounted pricing is available for not-for-profits Not-for-Profit Icon

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
  • Automate Sales Order generation
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Plus

Comprehensive Solution for
Advanced Needs
Custom Pricing
USD/Month
  • Sync 3rd party Apps (e.g. Shopify)
  • Supports Static IP-based endpoints
  • Support for AI Agents
CONTACT US

Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages

Growth

Do more in Salesforce with
Xero Data
$175
USD/Month
  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments
CONTACT US

Pro

Enhance Xero with more
Data Sources
$250
USD/Month
  • View Inventory in Salesforce
  • Automate Sales Order generation
CONTACT US

Plus

Comprehensive Solution for
Advanced Needs
Custom Pricing
USD/Month
  • Sync 3rd party Apps (e.g. Shopify)
  • Supports Static IP-based endpoints
  • Support for AI Agents
CONTACT US

Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages

Contact a Specialist

What does your business want to achieve with Salesforce ?
Start A Conversation

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.