Create new Xero Sales Invoice from Salesforce Opportunity
| Source | Target | |
|---|---|---|
 Opportunity |
 |
Invoice |
This integration selects new Salesforce opportunities that have line items and imports them to Xero as sales invoices. This integration uses product code (SKU) to match products in Salesforce and Xero.
Note: It does not import pre-existing Salesforce opportunities to Xero sales invoices.
Note: Xero contacts must be pre-synced with Salesforce accounts. If the contact with the corresponding name is not found in Xero, the opportunity fails to import.
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 sales invoices from specific new Salesforce opportunities, configure filters in the task editor.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.
