Thursday, February 12, 2015

Is it possible Salesforce Integration with Xero? Yes! / The #1 Xero to Salesforce Integration Use Breadwinner’s Top Ranked Software to Run your Company More Efficiently and Profitably.

Is it possible Salesforce Integration with Xero?

Stony Grunow - Daddy Analytics
Hi K Practice

We have developed an app that connects Salesforce to Xero, but as there are a number of solutions out there, I'l'l mention them all.

Naga has already talked about Dime for Developers, and we ocassionally recommend it when our own app, Breadwinner, doesn't do exactly what the client needs. Dime for Developers is a great starting point, and usually people hire Trineo (the developers of Dime for Developers) to complete the integration. But Dime for Developers is a development tool upon with further Salesforce Apex code must be added. Development costs start at aproximately 5k USD, often 10k USD, and can go up significantly from there. So people use this because they have complex automation and integration needs that aren't met by existing apps.

Our own tool Breadwinner, is an integration tool that can be installed and configured in about 20 minutes, does not require any coding or field mapping, and comes with a full-featured free trial. Where Breadwinner shines is that we offer complete two way sync. You can create Invoices in Xero through Breadwinner. And, you can see the Xero invoice status in Salesforce. So when a custom pays their invoice, and the finance team marks it as paid in Xero, everyone else in your company (even without access to Xero) sees that the invoice has been paid. This is shown at both the individual Invoice level in Salesforce, and at the Account level for that Salesforce Account. We even have a handy mini-dashboard on every Salesforce Account that shows the amounts for that Account - screenshot below.

Breadwinner Account-level charts for Xero and Salesforce Integration

The remaining apps include OneSaaS, Carry The One and Zapier. They have their own niche uses, but they don't keep Salesforce up-to-date with payment information. Instead, they are for workflow and automation. Their real strength is that all of them can connect Salesforce and Xero and 84 other tools. This strength is great when you need to have 3 and 4 and 18 way integrations, though it's a weakness when you need a 2-way integration as they can't integrate as deeply as an app like Dime for Developers or Breadwinner which just do Xero to Salesforce.

Obviously, I'm biased as we developed Breadwinner (https://breadwinnerhq.com/), but I'd encourage you to read the reviews, and then if you want, take advantage of our free trial (no credit card required) and connect Salesforce to Xero.

thanks
Stony Grunow
CEO of Daddy Donkey Labs (developers of Breadwinner)

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