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This is part of the "Getting started with Toolkit and Xero" guide.
Toolkit integrations are tailor-made to your business. Our team will work directly with you to craft an integration that suits your needs.
There are three parts to this guide:
- Register for Toolkit
- Design your integration scope with us
- Connect the required API connections so the integration can go live
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How Toolkit Integrates Xero and Salesforce
The diagram below illustrates how Toolkit can automatically sync data between Xero and Salesforce. This example shows a typical integration, but Toolkit is highly flexible and can be tailored to connect many other systems and workflows to suit your business needs.
What this integration does:
- Automatically creates and syncs Salesforce Accounts from new Xero contacts.
- When a new contact is created in Xero, Toolkit instantly creates a corresponding Salesforce Account and keeps it in sync.
- Syncs contact details and related people.
- Primary and additional people linked to a Xero contact (including names and emails) are automatically created as Salesforce Contacts and kept up to date.
- Transfers invoice data from Xero to Salesforce Opportunities.
- When a new invoice is created in Xero, Toolkit creates a corresponding Opportunity in Salesforce, including key details like invoice name, due/close date, amount, and Xero Invoice ID.
- Each Opportunity is linked to the relevant Salesforce Account.
- Keeps records in both systems up to date.
- Any changes made in Xero are reflected in Salesforce in real time, ensuring your data stays consistent across platforms.
This is just one example of what Toolkit can do. The platform supports a wide range of integrations and data flows, all customisable to your specific requirements.