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PFangPFang 

Salesforce to Xero integration

Hi Guys,

 

I need help with integrating Salesforce to Xero, an accounting software. I'm not sure where to start but if someone has tried integration with Quickbooks or other software, I will be open to suggestions. Thank you!

 

Regards,

 

Pfang

Vinita_SFDCVinita_SFDC

Hello,

 

I could list down four Apps on appexchange for integrating Xero with salesforce, have a look :

 

https://appexchange.salesforce.com/results?keywords=xero

 

Still if you wish to integrate on your own, then you can use either SAOP or REST api as per your requirement. Following are the links of SOAP and REST api guides:

 

http://www.salesforce.com/us/developer/docs/api/index.htm

 

http://www.salesforce.com/us/developer/docs/api_rest/

 
PFangPFang

Hi Vinita,

 

Thanks for your suggestions. I'm still starting and I would need a more detailed guide.
Vinita_SFDCVinita_SFDC

Hello,

 

These are the detailed guides only, there is no guide specific to Xero :) These guides demonstrate how to integrate any third party application with salesforce.

 

Give it a try, if you have any questions then please feel free to post them on community forum.
PFangPFang

Hi Vinita,

 

Your answers are very helpful but I need step by step procedures because I'm still starting out. I want more information on the integration and I'm fine being shown the basics. 

 

Regards,

 

Pfang
Vinita_SFDCVinita_SFDC

Hello,

 

These documents will give you basic idea of possible integrations in salesforce. Please go through and decide which type of integration will suit your requirement.

 

https://www.salesforce.com/assets/pdf/misc/06.2328_WP_ApexConnect_2.pdf

 

http://www.salesforce.com/assets/pdf/datasheets/DS_DEV502.pdf

 

You can focus on one API guide once you decide.
PFangPFang

Hi Vinita,

 

Studying this right now, thanks, I'll get back to you when I have questions.

 

Regards,

 

Pfang
PFangPFang

Hi Vinita,

 

I read both resources and they were mostly overviews, I was wondering if you have a definitive guide on how to do integrations, step by step, etc? Thanks!

 

https://www.salesforce.com/assets/pdf/misc/06.2328_WP_ApexConnect_2.pdf

 

http://www.salesforce.com/assets/pdf/datasheets/DS_DEV502.pdf

 

Regards,

 

Pfang
udayar_jayamudayar_jayam

@PFang

            I am also trying to integrating with salesforce to xero using REST API but im not getting any solution.Im new in integration.Are you get any solution for this please share your experience
Mike Holl 3Mike Holl 3
Hi @PFang
Take a look at Skyvia (https://skyvia.com/data-integration/integrate-salesforce-xero)- it allows us to integrate Salesforce data to Xero: this is an easy way to solve your problem.

This is a cloud service that automates the work of data integration. It has a free version, which should be enough to integrate data between Xero and Salesforce