Xero’s ecosystem is vast. But which integrations truly deliver value? As a finance professional, you need tools that streamline processes and provide actionable insights.

We’ve done the legwork.

Here are the 7 best Xero integrations for 2025, each vetted for their ability to transform your financial workflows.

Why the Right Xero Integrations Matter

Xero is a solid accounting platform, but it really shines when paired with the right add-ons. Good integrations can:

• Save Time: By automating tedious tasks like data entry and reconciliations, you’ll spend less time on paperwork and more on growing your business. Imagine your invoices, bills, and bank transactions all syncing automatically – that’s the power of smart integrations.
• Provide Better Insights: Connecting Xero to your other business tools (like your online store or CRM) gives you a clearer picture of your finances. You’ll see how sales impact cash flow in real time, making it easier to spot trends and make informed decisions.
• Tailor to Your Needs: Every business is different. Integrations let you add features Xero might be missing, whether that’s detailed inventory tracking or industry-specific tax reports. It’s like customizing Xero to fit your business perfectly.

Choosing integrations can be overwhelming, but focus on tools that solve your biggest headaches and align with how you work. The right combo can turn Xero into a financial powerhouse for your business.

Comparison Table of Top Xero Integrations

Integration	Primary Function	Key Feature	Pricing	Best For
Coefficient	Data Integration & Reporting	Real-time data sync from 50+ sources	Free tier available. Paid starts at $49/month	Businesses needing advanced reporting and data integration
Gusto	Payroll Management	Automated tax filings	$40/mo + $6/person	SMBs looking for comprehensive payroll solution
Stripe	Payment Processing	Automatic reconciliation	2.9% + $0.30/transaction	Online businesses with high transaction volumes
Hubdoc	Document Management	Automated data extraction	Included with Xero	Businesses struggling with document organization
Shopify	E-commerce	Automated order-to-invoice	From $29/mo	Online retailers seeking seamless accounting
Fathom	Financial Reporting	Customizable KPI dashboards	From $39/mo	Businesses needing in-depth financial analysis
ApprovalMax	Approval Workflows	Multi-level approval chains	From $36/mo	Organizations with complex approval processes

Now, let’s dive deeper into each integration, exploring how they can transform your financial processes.

1. Coefficient: Supercharge Your Reporting with Live Data

Coefficient is a data integration and reporting tool that connects Xero with 50+ other business systems. It allows real-time syncing of financial data into Excel and Google Sheets, enabling automated, customizable reporting and analysis.

Coefficient eliminates manual data entry and provides up-to-the-minute financial insights for improved decision-making.

Key Features:

• Builds and refreshes reports using real-time data
• Pushes spreadsheet data back to source systems
• Automates report distribution via Slack and email

How it integrates with Xero: Coefficient acts as a bridge between Xero and your spreadsheets. It pulls financial data directly from Xero into Excel or Google Sheets, allowing you to create live, auto-updating reports. This means no more manual data exports or outdated financial snapshots.

Pros:

• Eliminates manual data entry, reducing errors and saving time
• Provides real-time financial insights, improving decision-making
• Familiar spreadsheet interface reduces learning curve
• Customizable reporting allows for tailored financial analysis
• Free templates to sync your live Xero data into, including a Xero Finance Dashboard, a consolidated cashflow report, and Xero finance projections template.

Cons:

• Advanced features may require some initial setup time
• Custom pricing might be a barrier for very small businesses

Pricing:

• Free Plan: Includes basic features such as data imports for up to 5,000 rows and 10,000 OpenAI API calls
• Starter Plan: $49 per user per month, with features like daily automatic refreshes and limited bulk write-backs
• Pro Plan: $99 per user per month, offering unlimited import size, hourly refreshes, and unlimited bulk write-backs
• Enterprise Plan: Custom pricing based on specific needs

2. Gusto: Simplify Payroll and HR Management

Gusto is a comprehensive payroll and HR management system that integrates seamlessly with Xero. It automates payroll calculations, tax filings, and benefits administration for U.S.-based businesses. Gusto syncs payroll data directly with Xero, creating accurate journal entries without manual intervention.

Key Features:

• Automates payroll calculations and tax filings
• Manages benefits administration
• Provides employee self-service portal
• Offers time tracking and PTO management

How it integrates with Xero: Gusto automatically syncs payroll data with Xero after each pay run. It creates journal entries for wages, taxes, and deductions, ensuring your books are always up-to-date without manual intervention.

Pros:

• Simplifies complex payroll processes
• Ensures tax compliance with automatic filings
• Improves employee experience with self-service options
• Reduces payroll processing time significantly

Cons:

• Primarily focused on U.S. businesses
• May have more features than necessary for very small teams

Pricing: Starts at $40/month + $6/person.

3. Stripe: Streamline Payment Processing and Reconciliation

Stripe is a payment processing platform that integrates with Xero to automate online payment handling and reconciliation. It accepts various payment methods, automatically creates and matches invoices in Xero, and provides detailed transaction reporting.

Key Features:

• Processes online payments securely
• Automatically reconciles transactions in Xero
• Provides detailed reporting on payment trends
• Supports multiple currencies and payment methods

How it integrates with Xero: Stripe automatically creates and matches invoices in Xero for each payment received. This means your books are always up-to-date, with minimal manual intervention required.

Pros:

• Seamless payment processing reduces friction for customers
• Automatic reconciliation saves hours of manual work
• Detailed reporting provides valuable insights into cash flow
• Supports global transactions with multiple currency options

Cons:

• Transaction fees can add up for high-volume, low-value transactions
• Advanced features may require some technical setup

Pricing: 2.9% + $0.30 per transaction for most online card payments. While this can seem high, the time saved on reconciliation often offsets the cost.

4. Hubdoc: Automate Document Collection and Data Entry

Hubdoc is a document collection and data extraction tool designed to work with Xero. It automatically fetches bills and receipts from hundreds of vendors, extracts key data using OCR technology, and pushes this information directly into Xero.

Hubdoc simplifies document organization, reduces manual data entry, and aids in audit preparation.

Key Features:

• Automatically fetches bills and receipts from over 700 vendors
• Extracts key data using OCR technology
• Provides secure document storage and organization
• Syncs data and documents directly to Xero

How it integrates with Xero: Hubdoc pushes documents and their extracted data directly into Xero, creating transactions and attaching source documents automatically. This ensures your books are always up-to-date and audit-ready.

Pros:

• Drastically reduces manual data entry time
• Improves accuracy of financial records
• Simplifies document storage and retrieval for audits
• Enhances expense tracking and reporting

Cons:

• May require initial setup time to connect all relevant accounts
• Some users report occasional issues with data extraction accuracy

Pricing: Included with Xero subscriptions, providing excellent value for Xero users.

5. Shopify: Seamless E-commerce Accounting

Shopify is an e-commerce platform that offers seamless integration with Xero for online retailers. It automatically syncs orders, payments, refunds, and inventory data with Xero, creating matching transactions for easy reconciliation.

This integration eliminates manual data entry for online sales and provides real-time visibility into store performance.

Key Features:

• Syncs orders, payments, and refunds automatically
• Creates and matches invoices in Xero
• Tracks inventory levels across platforms
• Provides detailed sales tax reporting

How it integrates with Xero: Shopify automatically sends sales data, fees, and payouts to Xero, creating matching transactions for easy reconciliation. This ensures your financial records always reflect your latest sales data.

Pros:

• Eliminates manual data entry for online sales
• Improves accuracy of financial records
• Simplifies tax compliance with detailed reporting
• Provides real-time visibility into online store performance

Cons:

• Can be complex to set up for stores with many product variations
• May require additional apps for very specific needs

Pricing: Shopify plans start at $29/month. The Xero integration itself is free, providing excellent value for e-commerce businesses.

6. Fathom: Advanced Financial Reporting and Analysis

Fathom is a financial reporting and analysis tool that enhances Xero’s native capabilities. It pulls data directly from Xero to create customizable, visually appealing reports and dashboards.

Fathom offers in-depth financial analysis, benchmarking, and forecasting features, allowing businesses to gain deeper insights from their Xero data.

Key Features:

• Creates customizable, visually appealing reports
• Offers in-depth financial analysis and forecasting
• Provides benchmarking capabilities
• Allows for consolidation of multiple Xero companies

How it integrates with Xero: Fathom pulls data directly from Xero, allowing for real-time reporting and analysis. This means your reports are always up-to-date, reflecting the latest data in Xero.

Pros:

• Produces professional-quality reports quickly
• Offers deeper insights than Xero’s native reporting
• Simplifies group reporting for multiple entities
• Improves decision-making with clear financial visualizations

Cons:

• Learning curve for advanced features
• May be more than needed for very small businesses

Pricing: Starts at $39/month, with plans varying based on the number of companies and users.

7. ApprovalMax: Streamline Approval Workflows

ApprovalMax is an approval automation tool that integrates with Xero to enhance financial control and governance. It allows businesses to create customizable, multi-step approval workflows for bills and purchase orders before they enter Xero.

ApprovalMax provides a detailed audit trail and helps organizations reduce approval bottlenecks while improving spending visibility.

Key Features:

• Creates customizable approval workflows
• Integrates with bills and purchase orders in Xero
• Provides a clear audit trail for all approvals
• Offers mobile app for on-the-go approvals

How it integrates with Xero: ApprovalMax sits between the document capture stage and Xero, ensuring all documents go through proper approval before entering Xero. This adds a crucial layer of control to your financial processes.

Pros:

• Reduces approval bottlenecks significantly
• Enhances financial compliance and control
• Improves visibility into spending patterns
• Allows for complex, multi-level approval workflows

Cons:

• May be unnecessary for very small teams or simple approval processes
• Some users report a learning curve in initial setup

Pricing: Starts at $36/month, with plans varying based on the number of approvers and documents.

Transform Your Financial Processes with the Right Integrations

The right Xero add-ons can significantly improve financial processes, making them faster and more insightful. Coefficient connects Xero with various business systems, offering real-time data and improved reporting.

When choosing integrations, consider specific business needs and take advantage of free trials. The right tools can streamline processes and provide a fresh perspective on financial management.

Ready to take your Xero experience to the next level?

Try Coefficient today and experience the power of seamless data integration and real-time financial insights.

Need to connect Xero to HubSpot? You’re in the right place.

By linking Xero and HubSpot, you’ll sync financial data with customer information, enabling faster invoicing and more accurate sales forecasts.

This guide covers three proven methods to integrate these platforms, from simple native connections to powerful custom solutions. We’ll walk you through each option, helping you choose the best fit for your needs.

Let’s dive in!

Advantages of Connecting Xero to HubSpot

Before we dive into the how-to, let’s explore why integrating Xero with HubSpot is essential for your business:

1. Accelerated Invoice-to-Cash Cycle: Reduce days sales outstanding by personalizing payment reminders based on customer data. Get paid faster, improving cash flow and financial stability.
2. More Accurate Revenue Forecasting: Create precise revenue projections by combining financial data with sales pipeline information. Make confident decisions on investments and communicate financial outlook more effectively.
3. Streamlined Financial Reporting: Eliminate hours of manual data entry and reconciliation each week. Gain a comprehensive view of business performance by blending financial metrics with customer acquisition costs and lifetime value data.

Top 3 Methods to Connect Xero to HubSpot

Let’s explore the three best ways to integrate Xero with HubSpot, each catering to different needs and levels of complexity:

let’s create a 2×3 table for the “Best For” section:

Solution	Best For
Coefficient	Non-technical users who want to sync Xero financial data with HubSpot CRM data in spreadsheets for custom reporting and analysis.
Native Integration	Small to medium-sized businesses looking for a straightforward, out-of-the-box solution to connect Xero and HubSpot without extensive customization.
Zapier	Users who need to automate specific workflows between Xero and HubSpot, such as creating contacts in HubSpot when new invoices are added in Xero.

#1 Coefficient: The Powerful Data Integration Solution

Coefficient syncs live data from various business systems, like Xero, directly into Excel and Google Sheets. For Xero users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your spreadsheet.

Step-by-step walkthrough:

Step 1. Install Coefficient for your spreadsheet of choice

For Google Sheets

• Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
• In the Google Workspace Marketplace, search for “Coefficient.”
• Follow the prompts to grant necessary permissions.
• Launch Coefficient from Extensions > Coefficient > Launch.
• Coefficient will open on the right-hand side of your spreadsheet.

For Microsoft Excel

• Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
• Type “Coefficient” in the search bar and click ‘Add.’
• Follow the prompts in the pop-up to complete the installation.
• Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Step 2. Import Xero Data into Your Spreadsheet

In the Coefficient sidebar, click ‘Import From.’  Select “Xero” from the list of available data sources.

Enter your Xero demo credentials and click ‘Login.’

Select one or more of the available organizations to connect to Coefficient. Click “Continue” to proceed with the selected organization(s).

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

For this example, select “Get Invoices” to fetch invoice data from Xero.

Enter the Tenant ID (organization ID) for the selected Xero organization.

Optionally, select additional fields to include in the data import.

Click “Import” to fetch the invoice data into your spreadsheet.

Step 3. Export Data from Your Spreadsheet to HubSpot

Before starting, make sure you’ve connected to HubSpot.

Then, navigate to Coefficient’s menu >Click “Export to…”

Select HubSpot.

Select the tab and header row in your spreadsheet. The header row should contain the HubSpot field headers.

Choose the HubSpot property you are exporting the data to.

Then, select the action you want to perform (Update, Insert, or Delete).

Map the fields in your spreadsheet to the corresponding HubSpot fields. If your data came from a HubSpot import using Coefficient, the fields will be automatically mapped. Otherwise, you will need to map them manually.

Configure any advanced settings such as the column for results. Coefficient will write back information to your spreadsheet related to the update, including the HubSpot record ID, status of the export, and timestamp.

Review your settings and click “Export”.

Select the rows in your sheet that you want to export to HubSpot. You can update a single row or all rows in your sheet.

Coefficient will confirm the rows that have been updated in your HubSpot instance. The records will have the record ID, result status, and timestamp of the update.

Pros and Cons of Coefficeint

• Pros:
  • Consolidate financial data from multiple systems into Excel and Google Sheets
  • Create real-time dashboards for cash flow monitoring and forecasting
  • Automate financial reporting and data refreshes, reducing manual work

• Cons:
  • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

#2 Native HubSpot-Xero Integration

For those looking for a straightforward, basic integration, the native HubSpot-Xero integration is a good starting point.

Step-by-step guide to setting up the native integration:

1. Log in to your HubSpot account and navigate to the App Marketplace.
2. Search for “Xero” and select the official Xero integration.
3. Click “Install app” and follow the prompts to connect your Xero account.
4. Grant the necessary permissions for data sharing between HubSpot and Xero.
5. Configure the basic sync settings for contacts and invoices.

Pros:

• Easy setup process
• Basic functionality included at no additional cost
• Official support from both HubSpot and Xero

Cons:

• Limited customization options
• Basic data syncing only, lacking advanced features

#3 Zapier for Custom Xero-HubSpot Workflows

Zapier is an excellent option for creating custom automation workflows between Xero and HubSpot.

Steps to create Zaps for Xero and HubSpot integration:

1. Sign up for a Zapier account at zapier.com.
2. Create a new Zap and select Xero as the trigger app.

1. Choose a trigger event (e.g., “New Invoice Created”).
2. Connect your Xero account to Zapier.
3. Select HubSpot as the action app and choose an action (e.g., “Create or Update Contact”).

1. Connect your HubSpot account to Zapier.
2. Map the fields between Xero and HubSpot.
3. Test your Zap and activate it.

Pros:

• Highly customizable automation options
• Wide range of possible integrations beyond just Xero and HubSpot
• No coding required for basic automations

Cons:

• Automations can break for complex workflows
• Xero is only available for premium plans

Xero to HubSpot? Do it in Seconds with Coefficient

Connecting Xero to HubSpot is a powerful way to streamline your revenue operations, improve forecasting accuracy, and gain a comprehensive view of your customers. While the native integration and Zapier offer viable options for basic needs, Coefficient stands out as the superior choice for revenue operations professionals seeking advanced data integration, analysis, and reporting capabilities.

By choosing the right integration method and following best practices, you can unlock the full potential of your financial and customer data, driving growth and efficiency across your organization.

Ready to take your Xero-HubSpot integration to the next level? Try Coefficient today and experience the power of advanced data integration for your revenue operations.

In today’s data-driven business landscape, integrating financial data from Xero with a powerful data warehousing solution like Snowflake can unlock valuable insights and streamline reporting. This guide will walk you through the advantages of connecting Xero to Snowflake and provide step-by-step instructions for three methods to achieve this integration.

Advantages of Connecting Xero to Snowflake

Integrating Xero with Snowflake offers several key benefits:

• Real-Time Cash Flow Visibility: Sync invoice statuses and payment data from Xero to Salesforce, allowing sales reps to see real-time cash flow impacts of their deals. This empowers them to prioritize collections or adjust payment terms for at-risk accounts, improving overall financial health.
• Automated Quote-to-Cash Process: By connecting Salesforce opportunities to Xero invoices, you can automate the entire quote-to-cash cycle. This reduces processing time, minimizes errors, and accelerates revenue recognition, particularly beneficial for businesses with complex pricing or high transaction volumes.
• Data-Driven Sales Forecasting: Combine historical sales data from Salesforce with actual financial performance from Xero to create more accurate sales forecasts. This integration allows you to factor in seasonality, payment patterns, and customer profitability, leading to more realistic projections and better resource allocation.

Connecting Xero and Snowflake: 3 Methods

There are several methods to connect Xero and Snowflake, each with their own advantages and use cases. Here’s a high-level comparison:

Solution	Best For
Coefficient	Small to medium-sized businesses with limited IT resources but a strong need for data analysis. Ideal for finance teams or sales operations who frequently work in spreadsheets and need to combine Xero financial data with Salesforce CRM data for custom reporting.
Zapier	Marketing and sales teams in organizations with diverse software ecosystems beyond just Xero and Salesforce. Best for companies that need to create multi-step workflows involving additional apps (e.g., triggering a Slack notification when a high-value invoice is paid in Xero and updating the corresponding Salesforce opportunity).
Dataloader.io	Enterprise-level organizations or those dealing with high data volumes and complex data structures. Optimal for IT teams or data administrators who need granular control over large-scale data migrations or regular bulk updates between Xero and Salesforce.

Let’s dive into each method in more detail, including step-by-step setup guides.

Method 1: Coefficient – No-Code, User-Friendly

Coefficient is an analytics and automation platform that allows you to easily connect data sources like Xero to destinations like Snowflake without any coding required. It’s an excellent choice for quick integration setup.

Features:

• Intuitive, no-code interface: Simplifies the setup process for users without technical expertise.
• Automated data syncs in real-time: Keeps your Snowflake data up-to-date with the latest from Xero.
• Ability to define custom data workflows: Allows for flexible data management tailored to your needs.
• Affordable pricing plans for businesses of all sizes: Makes it accessible to small and medium-sized businesses.

Pros:

• Simple setup process with no technical skills needed: Enables quick and easy integration.
• Real-time data sync keeps Snowflake always up-to-date: Ensures you have the latest data for analysis.
• Customizable automation fits your unique data needs: Offers flexibility in data management.

Cons:

• Less flexibility compared to code-based solutions: Limited customization for complex data transformations.
• Some advanced features limited to higher-tier plans: Full functionality requires a premium subscription.

How to Connect Xero to Snowflake with Coefficient

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

In the Google Workspace Marketplace, search for “Coefficient.”

Follow the prompts to grant necessary permissions.

Launch Coefficient from Extensions > Coefficient > Launch.

Coefficient will open on the right-hand side of your spreadsheet.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Type “Coefficient” in the search bar and click ‘Add.’

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Step 2. Import Xero Data into Your Spreadsheet

In the Coefficient sidebar, click ‘Import From.’

Select “Xero” from the list of available data sources.

Enter your Xero demo credentials and click ‘Login.’

Select one or more of the available organizations to connect to Coefficient.

Click “Continue” to proceed with the selected organization(s).

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

For this example, select “Get Invoices” to fetch invoice data from Xero.

Enter the Tenant ID (organization ID) for the selected Xero organization.

Optionally, select additional fields to include in the data import.

Click “Import” to fetch the invoice data into your spreadsheet.

Step 3. Export Data Snowflake

Before starting, make sure you’ve connected to Snowflake.

https://www.youtube.com/watch?v=Zjym92WHgLM

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Snowflake from the list of available data sources.

Select the tab and header rows in your spreadsheet that contains the data you want to export.

Click “Next” to continue.

Select the table in your Snowflake database that you want to update. Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Map the fields from your spreadsheet to the corresponding Snowflake fields.

Note: Primary Keys (ID fields) are required for Update and Delete actions. For Insert actions, the Primary Key field can be set to auto populate if it’s configured in Snowflake.

Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Confirm your settings.

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

In a few seconds, data from your spreadsheet will push to Salesforce.

Review your settings and click “Export” to push your data from the spreadsheet to Snowflake.

Coefficient will then update the records in Snowflake, displaying the status, record ID, and timestamp of the updates in your spreadsheet.

Method 2: Hevo Data

Hevo Data is a fully managed, no-code data pipeline platform. It enables automated, real-time data replication from 150+ sources including Xero to destinations like Snowflake, without the need for any coding.

Features:

• Fully automated, codeless data pipelines: Eliminates the need for manual data handling and maintenance.
• Real-time data replication from source to destination: Ensures your data is always current.
• Pre-built integrations with 150+ data sources: Provides extensive connectivity options.
• Automatic schema mapping and evolution: Handles changes in data structure seamlessly.
• Secure and compliant with enterprise-grade security: Ensures data integrity and compliance with regulations.

Pros:

• Completely automated pipeline, no coding or maintenance needed: Simplifies the data integration process.
• Supports a wide variety of data sources out-of-the-box: Offers flexibility and connectivity.
• Handles schema changes seamlessly: Adapts to changes in data structure without manual intervention.
• Robust security and compliance features: Ensures data protection and regulatory compliance.

Cons:

• Higher pricing compared to some alternatives: May be a consideration for small businesses.
• Initial setup and data mapping can take some time: Requires careful configuration to ensure accuracy.

How to Connect Xero to Snowflake with Hevo

Step 1. Create a Hevo Account:

• Go to the Hevo website and sign up for an account.
• Log in to the Hevo dashboard.

Step 2. Add Xero as a Data Source:

• Click on “Add Pipeline” and select Xero as the data source.
• Provide your Xero account credentials and grant Hevo access.

Step 3. Configure Data Ingestion Settings:

• Select the Xero objects and fields to replicate.
• Configure the data ingestion settings according to your needs.

Step 4. Add Snowflake as a Data Destination:

• Select Snowflake as the data destination and enter your account details.
• Provide the necessary Snowflake account information, including the account URL, username, password, and the database and schema where you want to load the data.

Step 5. Map Fields and Configure Replication:

• Map the Xero fields to the desired Snowflake table and columns.
• Choose your replication frequency and other relevant settings.

Step 6. Save and Run the Pipeline:

• Click “Save and Run” to create the data pipeline.
• Hevo will automatically begin replicating data from Xero to Snowflake in real-time.

Method 3: Fivetran

Fivetran is a fully-managed, enterprise-grade ETL solution. It provides reliable, secure data pipelines to replicate data from Xero and 150+ other sources into destinations like Snowflake.

Features:

• Fully-managed, zero-maintenance data pipelines: Simplifies data integration without the need for manual intervention.
• Pre-built, analyst-ready data schemas: Provides ready-to-use data structures for analysis.
• Automated in-warehouse transformations: Supports data transformations directly within Snowflake using DBT integration.
• Advanced security and compliance certifications: Ensures data protection and regulatory compliance.
• Extensive performance monitoring and logging: Offers comprehensive insights into data pipeline performance.

Pros:

• Fully managed service, no pipeline maintenance required: Simplifies data management.
• Highly scalable to handle large data volumes: Suitable for enterprises with extensive data needs.
• Automated in-warehouse transformations via DBT integration: Enhances data processing capabilities.
• Enterprise-grade security and compliance: Ensures data integrity and regulatory compliance.

Cons:

• More expensive than other solutions: Higher cost may be a consideration for smaller businesses.
• Initial setup can be complex for non-technical users: Requires careful configuration and setup.

How to Connect Xero to Snowflake with Fivetran

Step 1. Sign Up for Fivetran:

• Go to the Fivetran website and sign up for an account.
• Complete the onboarding process and log into your dashboard.

Step 2. Add Xero as a Connector:

• Click “Add Connector” and select Xero from the list of sources.        
• Authenticate with Xero and grant Fivetran access to your data.

Step 3. Configure Sync Settings:

• Choose the Xero objects and fields to replicate.
• Configure your sync settings, including the replication frequency and other relevant options.

Step 4. Add Snowflake as a Destination:

• Add Snowflake as your destination and provide your account details.
• Enter the necessary Snowflake account information, including the account URL, username, password, and the database and schema where you want to load the data.

Step 5. Map Fields and Save Configuration:

• Map the Xero data to the appropriate Snowflake tables and columns.
• Review your configuration to ensure all settings are correct.
• Click “Save & Run” to initiate the data pipeline.

Step 6. Monitor and Manage Data Pipeline:

• Fivetran will initiate a historical data sync and then continuously replicate new data from Xero to Snowflake.
• Monitor the status of your data pipeline from the Fivetran dashboard.
• Verify that data is being synced correctly by checking the tables in your Snowflake database.
• Address any errors or issues by following Fivetran’s troubleshooting guides.
• Set up email alerts for pipeline issues to stay informed of any problems.

Connect Xero to Snowflake Without a Line of Code

Connecting Xero to Snowflake empowers businesses to centralize their financial data, enabling richer insights and streamlined reporting. The three methods outlined in this guide – Coefficient, Hevo Data, and Fivetran – provide flexible options for replicating Xero data into Snowflake, catering to different business needs and technical capabilities.

Ready to get started? Coefficient offers a user-friendly, no-code platform for quickly connecting Xero to Snowflake. Sign up today to begin syncing your financial data and unlocking valuable insights.

Are you looking to streamline your accounting and customer relationship management (CRM) processes?

Integrating Xero, a powerful accounting platform, with Salesforce, the world’s leading CRM, can help you achieve just that. In this blog post, we’ll explore the benefits of connecting Xero to Salesforce and provide step-by-step guides for three integration methods: Coefficient, Zapier, and Dataloader.io.

Advantages of Connecting Xero to Salesforce

Integrating Xero and Salesforce offers several key benefits:

• Real-Time Cash Flow Visibility: Sync invoice statuses and payment data from Xero to Salesforce, allowing sales reps to see real-time cash flow impacts of their deals. This empowers them to prioritize collections or adjust payment terms for at-risk accounts, improving overall financial health.
• Automated Quote-to-Cash Process: By connecting Salesforce opportunities to Xero invoices, you can automate the entire quote-to-cash cycle. This reduces processing time, minimizes errors, and accelerates revenue recognition, particularly beneficial for businesses with complex pricing or high transaction volumes.
• Data-Driven Sales Forecasting: Combine historical sales data from Salesforce with actual financial performance from Xero to create more accurate sales forecasts. This integration allows you to factor in seasonality, payment patterns, and customer profitability, leading to more realistic projections and better resource allocation.

Connecting Xero and Salesforce: 3 Methods

Solution	Best For
Coefficient	Small to medium-sized businesses with limited IT resources but a strong need for data analysis. Ideal for finance teams or sales operations who frequently work in spreadsheets and need to combine Xero financial data with Salesforce CRM data for custom reporting. Coefficient’s familiar spreadsheet interface allows for quick ad-hoc analysis without SQL knowledge, making it perfect for organizations that need agility in their reporting process.
Zapier	Marketing and sales teams in organizations with diverse software ecosystems beyond just Xero and Salesforce. Best for companies that need to create multi-step workflows involving additional apps (e.g., triggering a Slack notification when a high-value invoice is paid in Xero and updating the corresponding Salesforce opportunity). Zapier’s visual workflow builder is user-friendly, but may become costly for high-volume, complex integrations.
Dataloader.io	Enterprise-level organizations or those dealing with high data volumes and complex data structures. Optimal for IT teams or data administrators who need granular control over large-scale data migrations or regular bulk updates between Xero and Salesforce. Its advanced scheduling and error handling capabilities make it suitable for maintaining data integrity in complex, high-stakes financial environments, but it requires more technical expertise to set up and maintain.

How to Connect Xero to Salesforce

Method 1: Coefficient – No-Code, User-Friendly

Coefficient is a no-code tool that allows you to connect your accounting and CRM data without any technical knowledge. It offers a user-friendly interface, automatic data updates, and affordable pricing plans, making it an excellent choice for small to medium-sized businesses.

Features

• Simple, drag-and-drop interface: The user-friendly design allows users to set up integrations with minimal effort, making it accessible for users of all technical levels.
• Automatic data sync in real-time: Data between Xero and Salesforce is updated instantly, ensuring that you always have the most current information available.
• Affordable pricing plans: Coefficient provides cost-effective solutions that cater to small businesses and larger enterprises alike, ensuring you get value for your investment.

Pros and Cons

Pros:

• Simple, no-code setup: Get your integration up and running in no time with Coefficient’s straightforward installation process.
• Automatic, real-time data updates: Always have the latest data at your fingertips, enabling timely and informed decision-making.
• Cost-effective for small businesses: Budget-friendly plans make it accessible for smaller companies looking to enhance their data capabilities.

Cons:

• Scheduled automations are only available on paid plans: Access to advanced scheduling functionalities may require upgrading to a premium plan, which might be cost-prohibitive for some users.

How to Connect Xero to Salesforce with Coefficient

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

In the Google Workspace Marketplace, search for “Coefficient.”

Follow the prompts to grant necessary permissions.

Launch Coefficient from Extensions > Coefficient > Launch.

Coefficient will open on the right-hand side of your spreadsheet.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Type “Coefficient” in the search bar and click ‘Add.’

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Step 2: Import Data from Xero

With Coefficient installed, you can now import your Xero accounting data into your spreadsheet:

In the Coefficient sidebar, click ‘Import From.’

Select “Xero” from the list of available data sources.

Enter your Xero demo credentials and click ‘Login.’

Select one or more of the available organizations to connect to Coefficient.

Click “Continue” to proceed with the selected organization(s).

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

For this example, select “Get Invoices” to fetch invoice data from Xero.

Enter the Tenant ID (organization ID) for the selected Xero organization.

Optionally, select additional fields to include in the data import.

Click “Import” to fetch the invoice data into your spreadsheet.

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce.

https://www.youtube.com/watch?v=B5qUY5zs-vc 

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Salesforce from the list of available data sources.

Select the tab and header rows in your spreadsheet that contain the data you want to export.

Define your tab and header row.

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Note: If you imported data from Salesforce into your spreadsheet previously, Coefficient will auto-detect and map these fields.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Confirm your settings and click “Export”.

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

In a few seconds, data from your spreadsheet will push to Salesforce.

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Zapier

Zapier is another no-code platform that enables you to create automated workflows between Xero and Salesforce. While it offers great flexibility, setting up complex workflows can be time-consuming, and costs can add up quickly with higher usage.

Features

• Wide range of triggers and actions: Supports numerous triggers and actions to create custom workflows tailored to your specific needs.
• Customizable workflows: Allows you to automate complex tasks by linking multiple apps and defining detailed workflows.
• No coding required: Accessible to non-technical users who need to set up integrations without writing code.

Pros and Cons

Pros:

• No coding required: Easy for non-technical users to set up and manage.
• Supports a wide range of triggers and actions: Flexible enough to handle various integration scenarios.
• Allows for customizable workflows: Tailor your integrations to match your exact business needs.

Cons:

• Can become expensive with extensive use: Costs can quickly add up if you need multiple complex Zaps.
• Requires more configuration for complex Zaps: Setting up detailed workflows can be time-consuming and may require careful planning.

How to Connect Xero to Salesforce with Zapier

Step 1: Sign up for a Zapier account

• Go to Zapier’s website and sign up for an account if you haven’t already.
• After signing up, log in to your Zapier account.

Step 2: Create a New Zap

• Click the “+ Create” > “Zaps” button at the top right corner of the dashboard.

• Enter a name for your Zap to keep your workflows organized.

Step 3: Set Xero as the Trigger App

• Search for and select Xero as your trigger app.

• Choose a trigger event from the list, such as “New Invoice” or “New Contact.”

• Click “Continue.”

Step 4: Connect Your Xero Account

• Click “Sign in to Xero.”



• Follow the prompts to log in to your Xero account and authorize Zapier to access your data.
• Once connected, click “Continue.”

Step 5: Configure the Trigger

• Set up the trigger by selecting the appropriate options, such as which organization to pull data from if you have multiple Xero organizations.
• Click “Continue” and test the trigger to ensure Zapier can pull in the correct data from Xero.

Step 6: Set Salesforce as the Action App

• Search for and select Salesforce as your action app.

• Choose an action event, such as “Create Record” or “Update Record.”



• Click “Continue.”

Step 7: Connect Your Salesforce Account

• Click “Sign in to Salesforce.”



• Follow the prompts to log in to your Salesforce account and authorize Zapier to access your data.
• Once connected, click “Continue.”

Step 8: Configure the Action

• Set up the action by mapping the fields from Xero to the corresponding fields in Salesforce.
• For example, map the Xero invoice number to the Salesforce Opportunity ID, Xero contact name to Salesforce Contact Name, etc.
• Click “Continue” and test the action to ensure data is being sent correctly from Xero to Salesforce.

Step 9: Activate Your Zap

• After successfully testing your Zap, click “Turn on Zap” to activate the workflow.
• Your Zap is now live, and data will automatically sync between Xero and Salesforce based on the trigger you set up.

Method 3: Dataloader.io

Dataloader.io is an ETL (extract, transform, load) tool designed for handling large data transfers between systems like Xero and Salesforce. While it offers robust performance and scheduling capabilities, it may require more technical knowledge to set up and maintain.

 Features

• Handles large data volumes efficiently: Designed to manage and transfer large datasets quickly and reliably.
• Provides scheduling options for automated data loads: Set up scheduled tasks to automate data synchronization at specified intervals.
• Offers fast performance for bulk transfers: Optimized for high-speed data transfers, ensuring efficient and timely data movement.

Pros and Cons

Pros:

• Handles large data volumes efficiently: Capable of managing extensive datasets without compromising performance.
• Provides scheduling options for automated data loads: Automate your data synchronization with customizable schedules.
• Offers fast performance for bulk transfers: Ensure rapid and reliable data transfers for large-scale operations.

Cons:

• Requires manual field mapping and data preparation: Setting up tasks may require significant manual effort and data configuration.
• Not ideal for real-time, continuous data syncing: Better suited for batch processing rather than real-time updates.

How to Connect Xero to Salesforce with Dataloader

Step 1: Sign up for a Dataloader.io account

1. Go to Dataloader.io’s website and sign up for an account if you haven’t already.
2. After signing up, log in to your Dataloader.io account.

Step 2: Connect Your Xero Account

1. On the Dataloader.io dashboard, click “New Task” and select “Import.”
2. Select Xero as the source system.
3. Click “Connect to Xero” and follow the prompts to log in to your Xero account and authorize Dataloader.io to access your data.

Step 3: Connect Your Salesforce Account

1. Select Salesforce as the target system.
2. Click “Connect to Salesforce” and follow the prompts to log in to your Salesforce account and authorize Dataloader.io to access your data.

Step 4: Create a New Data Mapping Task

1. Choose the type of task you want to create, such as “Insert,” “Update,” or “Upsert.”
2. Select the Xero object you want to import data from, such as “Invoices” or “Contacts.”
3. Select the Salesforce object you want to export data to, such as “Opportunity” or “Contacts.”

Step 5: Map the Fields

1. Dataloader.io will display a list of fields from the Xero object and the corresponding fields in the Salesforce object.
2. Manually map each field from Xero to the appropriate field in Salesforce. For example, map the Xero invoice number to the Salesforce Opportunity ID, Xero contact name to Salesforce Contact Name, etc.
3. Click “Next” after mapping all the fields.

Step 6: Configure Scheduling Settings

1. Set up the schedule for your data load task. Choose whether you want to run the task immediately, or set up a recurring schedule (e.g., daily, weekly).
2. Specify the time and frequency for the scheduled task if you choose to automate it.

Step 7: Run the Task

1. Review all the settings and mappings to ensure everything is correct.
2. Click “Run” to start the data load task.
3. Monitor the progress of the task in the Dataloader.io dashboard.

Step 8: Monitor and Troubleshoot

1. After the task is complete, review the results for any errors or discrepancies.
2. If there are errors, Dataloader.io will provide detailed logs that can help you troubleshoot and resolve any issues.
3. Make necessary adjustments to the mappings or configurations if needed and re-run the task.

Connect Xero to Salesforce: No Code Required

Integrating Xero with Salesforce can revolutionize your business processes by streamlining data management, enhancing reporting capabilities, improving accuracy, and increasing overall efficiency.

Ready to experience the benefits of connecting Xero to Salesforce?

Get started with Coefficient today and enjoy a user-friendly, no-code solution that offers real-time data syncing at an affordable price. With Coefficient, you can seamlessly integrate your accounting and CRM data, empowering your teams to make better decisions and drive business growth.