Connect Salesforce and Xero
Create Xero invoices from closed Salesforce opportunities and push payment status back, so sales and finance see one truth.
- Salesforce · opp closed-wontrigger
- Resolve Xero contactaction
- Map items and taxAI
- Create Xero invoiceaction
- Invoiceddone
When a Salesforce opportunity closes, finance needs an invoice in Xero, and nobody wants to type it twice. Spojit creates the Xero invoice on close and writes payment status back to the Salesforce record. Neither side needs a pre-built connector: Miraxa reads the Salesforce and Xero API docs and builds the authenticated calls.
Salesforce and Xero, working together
When an opportunity is closed-won in Salesforce
create an invoice with the line items in Xero
When an invoice is paid in Xero
update the opportunity and a payment field in Salesforce
When an account is created in Salesforce
create or match the contact in Xero
When an invoice is overdue in Xero
create a follow-up task for the owner in Salesforce
Built for how Salesforce and Xero really work
Opportunity to invoice
Turn closed Salesforce opportunity line items into a Xero invoice with the correct items, tax, and amounts.
Payment write-back
Update Salesforce when Xero records payment so reps see billing status without leaving the CRM.
Contact resolution
Find or create the Xero contact for each Salesforce account so invoices attach to the right record.
Why teams build this on Spojit
Salesforce and Xero are bridged today mainly by paid third-party apps that handle the standard invoice flow. Teams pick Spojit when they want control: custom line-item and tax mapping, payment write-back to specific fields, overdue follow-ups, or extending billing into a wider workflow. Miraxa builds both calls from the APIs, so you own the mapping rather than fitting an app's fixed model.
With Spojit
- Miraxa builds the Salesforce and Xero calls from their docs, no managed package or sync app to license.
- Agent Mode maps product and tax codes between the two systems when names do not line up exactly.
- Durable execution retries through both APIs' limits so invoices are never duplicated or dropped.
Salesforce + Xero, answered
Can closed opportunities create Xero invoices?
Yes. When an opportunity is closed-won, Spojit creates a Xero invoice from its line items with your mapping.
Does payment status return to Salesforce?
Yes. When Xero records payment, Spojit updates the matching Salesforce record and payment field.
Is a managed package required?
No. Miraxa builds both API calls from the docs, so you connect with API users instead of installing a package.
What is possible depends on your plan and authorized API access. Some Salesforce and Xero endpoints and capabilities are gated by the vendor (for example, parts of an API may require a higher tier, and write access can require a custom or add-on connection on an eligible plan), so not every workflow is available on every account from day one. You can request a feature or integration any time, and we will get in touch to figure out how to make it work.
Connect Salesforce and Xero today
Describe what you want to automate and Miraxa builds the workflow. Start free, no credit card required.