Create new Xero Contact from Salesforce Account - Skyvia

This integration selects new Salesforce accounts and imports them to Xero as contacts.

Note: It does not import pre-existing Salesforce accounts to Xero contacts.

How to Set Up

Select or create connections: Salesforce connection for Source and Xero connection for Target.
Specify the schedule on which the integration will run automatically.

Tips

To create Xero contacts from specific new Salesforce accounts, configure filters in the task editor.