SYNC for Xero and Salesforce


Have the best of both worlds. 

Integrating your Xero data with Salesforce gives you a cost-effective and quick way to ensure your business is running at its best while giving essential visibility to your sales and customer service teams.

Through SYNC, your front-office teams can see everything happening backstage including accounting information, contracts, business financial performance and customer records. They can also feedback crucial information via Salesforce to your back-office teams. Furthermore, when you win new business, SYNC instantly converts it to Xero in the form of a Sales Order, a Job, or a new product with a BOM.

Want to learn more? Ask your Commercient representative for further details.

You can also find us on the Salesforce AppExchange.


Why Use SYNC For Xero? 

Xero is a powerful accounting software system that enables users with fast invoicing and reconciliation across all devices via a secure cloud experience. The Commercient SYNC app helps you maintain efficiency in your finance department in addition to helping you maintain exceptional relationships with your customers.

Syncing Salesforce and your Xero ERP provides you with a single location to store your precious business data. Easily accessible information helps to improve sales efficiency and provide better service to your customers.

What We SYNC

Commercient’s standard SYNC for Xero and Salesforce includes the integration of:

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship to addresses, multiple bill to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Software SYNC for Xero and Salesforce is Compatible With

Commercient’s SYNC for Xero and Salesforce app is compatible with the current online version of Xero. It is also licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.

SYNC is also compatible with Sales Cloud, Marketing Cloud,, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash,, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

Payments Solution

ACH Payments Solution Add-On

Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution


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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

Let’s Get The Ball Rolling!