Integrate Xero to Salesforce
Xero is a cloud-based accounting software. It’s designed to give business owners complete visibility and control over their finances through a variety of tools, including inventory management, point-of-sales, built-in invoices, secure bank account access, and a customer database.
Integrate Xero to Salesforce
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve data about any account you have in Xero - bank accounts, expense accounts, sales accounts, etc., - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints - like invoices and payments - to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall financial performance.
Track all bank transactions that are captured by Xero, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, relevant contact IDs, and type of transaction - to better understand your finances and see if any changes need to be made.
Get a range of important accounting data for different contacts within your Xero database. This includes communication details - like the contact’s name, email address, and organization - as well as details about their relationship with your company, such as their outstanding balance and their customer status.
Create or retrieve data related to any bank transfers to or from accounts that are linked to Xero. This can include the name and ID of every involved account, the amount that was transferred, and the date the transfer happened. This data can help you keep track of your bank accounts so that you can maintain an accurate and clean accounting database.
Retrieve data for any invoice that has been prepared and sent using Xero, including its total amount, due date, associated contacts, and relevant payment IDs. This data can help you accurately track a variety of financial metrics, including your sales data and your expected revenue.
Get details about any payments that were sent to Xero for accounting, including the payment date, amount, and any unique identifiers that are associated with it, including account ID and invoice ID. Then, use those IDs to link the payments back to relevant accounts, contacts, and invoices. This will help you create more detailed and accurate sales analytics.
Popular Use Cases
Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Product Development Associate, Pack Health
Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.