Core data integration
Two-way coverage of the entities that matter: branding themes, contacts, invoices, invoice lines, payments, items, tax rates, and tracking categories.
Roadmap
This roadmap outlines what the Cloud Conduit Xero integration delivers today and where we’re heading next. Priorities may shift based on customer feedback, so ordering is indicative rather than committed.
Delivered Release 1.0
Section titled “Delivered ”Available now and covered throughout the documentation.
Multi-tenant support
Connect and manage multiple Xero organisations from a single Salesforce org.
Automatic invoice URL retrieval
The direct Xero invoice URL is fetched automatically for each synced invoice.
Automatic invoice PDF retrieval
The invoice PDF is retrieved automatically, ready to view from the related record.
Bulk Flow actions
Flow actions for bulk contact and invoice creation, so you can drive Xero from your own automations.
Flexible Xero mappings
Map any standard or custom object to a Xero contact or invoice.
Account matching
Account matching rules between Salesforce Accounts and Xero contacts.
Product matching
Product matching rules between Salesforce products and Xero items.
Future phase Planned
Section titled “Future phase ”On the roadmap, not yet scheduled.
Quote integration
Sync and create Xero quotes alongside invoices.
Have a request or want to influence priorities? Reach out to the Cloud Conduit team; customer feedback directly shapes this roadmap.