Integration with Salesforce CRM

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    1. 120 votes
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      • Create an invoice once an opportunity is won.

        Once an opportunity is won it would be great to be able to create an invoice from that opportunity.

        42 votes
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        • Synchronise Salesforce products with Xero Price List

          We manage our products in our Salesforce instance. It would be great to have this synchronised with the Xero price list.

          28 votes
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          • 21 votes
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            • 12 votes
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              • Syncronise Xero invoice and payment status and history at sfdc Account level

                Provide a Xero account status and history syncronised to the sfdc Account record, e.g. invoices due/overdue, account spend, etc.

                10 votes
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                • import first name and last name fields from salesforce for contacts

                  Can the first name and last name fields from Salesforce be imported into contacts in Xero? Currently these fields are not brought in.

                  10 votes
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                  • attach documents/files

                    hi,
                    with the expense claim system and gerenal expenses, is there any chance of adding a feature allowing users to attach scanned pdf copies of the invoices/receipts from vendors.

                    7 votes
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                    • accommodate Salesforce's parent feature for contacts in Xero

                      Salesforce has a parent feature for contacts that lets you group together several accounts for one company (with different email addresses) - and these need to be distinguishable when adding invoices in Xero.

                      3 votes
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                      • Update changed fields, not just add new data

                        It seems that once a contact has been created in Xero from Salesforce, further changes to existing data (ie. change account name) don't always update in Xero. It seems only new data is pushed through.

                        3 votes
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                        • 2 votes
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                          • Create an Estimate From an Opportunity

                            It would be nice to be able to create an estimate from an opportunity.

                            2 votes
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                            • Salesforce Pro Edition API

                              Hi all, you might like to know you can request API access for your users under Pro Edition (PE). This is USD30 per user, per year, and allows the API access like Enterprise. This is an undocumented feature that our sales rep has enabled for us.

                              1 vote
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                            • Integration with Salesforce CRM

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