Xero & Salesforce connection (1)

Xero & Salesforce Integration

Seamlessly combine data from Salesforce with Xero to make better decisions.

Smarter reporting

ScaleXP is an easy-to-use powerful solution designed for B2B finance teams, providing everything you need to seamlessly integrate Xero & Salesforce.

The system will track deals through the sales funnel, highlighting when deals are ‘closed won’, indicating that it is time to prepare the invoice. Sales funnel and time to convert metrics can be included in forecasts, easily. 

Sales pipelines and sales funnel conversion can be tracked over time. 

Benefits of integrating Xero & Salesforce

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Monitor sales pipeline

Monitor your sales pipeline over time to understand trends and issues. Easily track size of the pipeline by stage, number of deals, conversion between stages and closure rates. Understand where performance is improving and where to take action.

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Booked vs. billed in a click

Easily check that all invoices are issued, using our booked vs. billed report. The report provides a list of deals won in Salesforce and invoices issued in Xero, making it easy to check that every invoice is issued and all amounts are correct. It’s the perfect report to kick start the month end process.


Track actuals vs. targets, or forecast

Track actual sales performance compared to a budget or latest forecast. Targets include a wide variety of metrics including number of deals in the pipeline, conversion rates by pipeline stage and deal conversion rates. All of this data can be compared to your budget or your latest forecasts in just a few clicks.

Revenue recognition streamlined

ScaleXP streamlines all parts of revenue recognition, starting with deals won in Salesforce.

After an invoice has been issued, the system will use a sophisticated series of text recognition algorithms to allocate revenue by month, using all of the data and text on the invoice.

Manual tracking is reduced, and you have an accurate, real time view of revenue. The system can even prepare deferred revenue journals for entry in Xero.

Read more about revenue recognition ->

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Subscription & SaaS metrics made easy, using Xero & Salesforce data

Salesforce funnel and conversion data can be combined seamlessly with Xero to automate subscription metrics and KPIs. Complex metrics such as ARR, MRR and unit economics can be fully automated using your Xero and Salesforce data. 

The system is built on a metric library, filled with industry standard definitions, which are easy to customise for your business. Once this is done, results are updated daily, ready for your review. And best of all, results can be shared or added to a board pack or management presentation in a few simple clicks.

ScaleXP supports finance teams in creating a single source of truth, using cohesive data from Salesforce and Xero.

Read more about our SaaS KPIs ->

KPI and single source of truth

Xero & Salesforce Integration FAQs

Onboarding takes just 1 hour and is done over Zoom, ensuring that you are set up and ready to go quickly. Getting started is easy. Book an onboarding session now.

Yes, of course. ScaleXP allows you to track up to multiple CRM funnels, across new sales and customer renewals. All conversion statistics are provided by funnel or across all. 

Yes, of course. Targets are budgets are loaded directly into ScaleXP. For single organisations, you can track up to six forecasts. Read more about our budget & forecast tracking here ->

Invoices in foreign currencies can easily be tracked in ScaleXP. To learn more, read our revenue recognition page here ->

ScaleXP imports data from Xero & Salesforce every morning by default. If you need to ensure that the data is accurate up-to-the-minute, you can always use our ‘Sync Now’ functionality.

Whatever your requirements, the system can ensure your data is accurate.