How to Connect Salesforce to Xero

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to install the Xero integration into your Salesforce org via AppExchange.

Quick summary

The Salesforce Xero integration can be installed directly from Salesforce AppExchange in just a few steps, from finding the listing to completing the package installation in your sandbox or production org. Once installed, the app appears under Settings > Advanced Setup > Installed Packages for easy access and management.

Steps

Go to Salesforce AppExchange and search for Xero Integration with Salesforce.
On the app listing page, click the Try It Free button.
Select the Try in Sandbox option to continue with a sandbox installation.
Enter your contact information and click Continue to Installation.
Log in to proceed and prepare to install the application.
Click Use Custom Domain to add your Salesforce domain.
Enter your Salesforce domain and click Continue.
Choose who you are installing the app for and click Install.
If prompted, approve Third Party Access and click Continue.
Find your installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Integrating Xero with Salesforce via AppExchange eliminates manual data entry by syncing financial and CRM data in real time, giving sales and finance teams a unified view of every customer. Businesses that connect Xero to Salesforce can reconcile invoices, payments, and opportunities without switching platforms, reducing errors and accelerating the quote-to-cash cycle. The AppExchange installation process requires no custom development, making the Salesforce Xero integration accessible to administrators without deep technical expertise.

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