Transforming Businesses with Salesforce and Xero’s Integration.

The team at Perigeon Software has integrated Salesforce with Xero using Breadwinner, which is designed to boost productivity, create invoices and increase accuracy.

Subtle Glimpses of the Project.

An USA based Client wants us to simplify invoicing by automating data transfer between Salesforce and Xero. They seek an efficient solution to streamline invoice creation, ensuring accuracy and eliminating manual processes.

Client’s Vision

The client envisions a streamlined invoicing process that eliminates the challenges associated with manual data transfer from Salesforce to Xero for invoice creation. They aspire to implement an automated solution that seamlessly synchronizes data between these platforms, ensuring accuracy and efficiency in generating invoices.

Problem

Streamlining the invoicing process was a priority for the client, who encountered difficulties manually transferring data from Salesforce to Xero for invoice creation. They sought an automated solution to seamlessly transfer data and generate invoices.

Solution

To streamline the invoicing process, we propose implementing Breadwinner, a robust integration solution designed specifically for synchronizing data between Salesforce and Xero

Features Of Salesforce and Xero’s Integration

Improve productivity and save valuable staff time

Streamline data entry and empower your team to edit client contact details within Salesforce, instantly reflected in Xero. Say goodbye to manual copying and pasting. Breadwinner’s integration identifies and resolves address mismatches seamlessly.

Speed up time-to-payment and accelerate sales cycle

Effortlessly create Xero invoices from Salesforce, whether it’s an Account, Opportunity, Order, or custom object. With our integration, streamline quoting and invoicing for your sales and finance teams. Track invoice statuses within Salesforce for improved payment collection efficiency.

Increase accuracy and work with critical data in real-time

Enable staff to securely access clients’ real-time financial data in Salesforce, ensuring accuracy and timeliness. Customize Xero invoices directly within Salesforce, setting pre-populated fields effortlessly with Breadwinner’s integration.

Agile Process

Iterative, Transparent, and Fast-Paced Delivery

To efficiently implement the Breadwinner integration between Salesforce and Xero, our team adopted an Agile delivery model that ensured high accuracy, faster turnaround, and continuous alignment with the client’s invoicing needs.

Our Agile Approach

Sprint-Based Planning

Each requirement—contact sync, invoice creation, financial data mapping, and automation—was broken into short development sprints for predictable delivery.

Early Validation with Real Data

We connected test Xero and Salesforce environments early in the process to validate invoice sync scenarios, tax mappings, payment statuses, and financial fields without waiting for the full build.

Cross-Team Collaboration

Salesforce developers, Xero specialists, and QA analysts worked in close coordination to ensure the integration met accounting accuracy standards and handled all edge cases related to invoice creation.

Continuous Client Feedback

At the end of each sprint, the client reviewed the integration behavior—ensuring complete clarity on how data travelled from Salesforce to Xero and vice versa.

Faster Go-Live with Zero Disruption

The Agile approach helped us refine mapping rules, prevent financial discrepancies, and deliver a stable integration smoothly without interrupting the client’s running invoicing operations.

Salesforce QA Process

Quality-Assured Integration for Accurate, Real-Time Financial Data

A comprehensive Salesforce QA workflow was executed to guarantee the reliability and precision of the Breadwinner integration across all financial touchpoints.

Our QA Framework

Functional Validation

Verified every student action—registration, onboarding steps, profile updates, document uploads, communication requests, and course progress tracking—across all Experience Cloud pages.

Data Mapping Accuracy Testing

Ensured that approval processes, workflow rules, triggers, and flows for student interactions executed accurately without latency or conflict.

End-to-End Integration Testing

Validated seamless bi-directional data synchronization between Salesforce, Experience Cloud, Moodle, Zoom, Sign integrations, and other education-focused systems.

Error Handling & Reconciliation Checks

Confirmed secure role-based access, data protection compliance, and privacy controls—especially crucial for handling student identity and document data.

User & Permission
Testing

Assessed how the portal handled high student traffic during peak operations such as admissions, course enrollments, and exams.

Performance & Load
Validation

Tested layout visibility, permissions, user navigation, and accessibility across both Student and Staff portals to ensure an intuitive journey.

Frequently asked questions

How does Breadwinner help automate the invoicing process?

Breadwinner automates invoicing by seamlessly synchronizing data between Salesforce and Xero. It eliminates manual data entry by transferring customer details, products, pricing, tax information, and invoice data automatically—ensuring faster invoice creation with improved accuracy.

Can sales teams generate Xero invoices directly inside Salesforce?

Yes. Sales teams can create Xero invoices directly from Salesforce records such as Accounts, Opportunities, Orders, or custom objects. This allows sales and finance teams to work within Salesforce without switching systems, streamlining quoting and invoicing workflows.

How frequently does data sync between Salesforce and Xero?

Data synchronization occurs in near real-time or on-demand, depending on the configured workflow. Updates to contacts, invoices, payments, and financial data in either system are reflected quickly, ensuring both platforms remain aligned and accurate.

Is the integration customizable for different financial workflows?

Absolutely. Breadwinner offers flexible configuration options to support various business and accounting workflows. Field mappings, invoice templates, tax rules, automation triggers, and approval processes can be customized to match specific operational and financial requirements.

Does the integration support multi-currency invoices?

Yes. Breadwinner fully supports multi-currency invoicing, allowing businesses to create and manage invoices in different currencies while maintaining accurate exchange rates and financial reporting within Xero.

How secure is the connection between Salesforce and Xero?

The integration uses secure, industry-standard authentication protocols and encrypted data transfer. Access controls ensure that only authorized users can view or modify financial data, maintaining compliance and protecting sensitive client information.

What happens if an invoice fails to sync?

If an invoice fails to sync, Breadwinner provides detailed error notifications and logs within Salesforce. Users can quickly identify the issue—such as missing fields or validation errors—correct it, and re-sync the invoice without data loss or duplication.

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