Integrate Salesforce with Xero

  2. Channels
  3. Salesforce
  4. Xero

Salesforce

CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Xero

Xero online accounting software for business. Web based system for invoicing/billing, accounts payable, bank reconciliation and bookkeeping.

salesforce.com
xero.com
crm tier-1
accounting tier-2
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Bulk Operations

  • Bulk Insert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

  • Bulk Upsert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

Objects

  • Object ID
    —

  • Object Created

    Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.

  • Object Updated

    Triggers when an object is updated in Salesforce. Only objects queryable by the user are shown.

  • Object Deleted

    Triggers when an object is deleted in Salesforce. Only objects queryable by the user are shown.

  • Create an Object

    Creates an object in Salesforce. Custom fields and custom objects are also supported. Only object types creatable by the user are shown.

  • Update an Object

    Updates a Salesforce object. Custom fields and custom objects are also supported. Only object types updatable by the user are shown.

  • Delete an Object

    Deletes a Salesforce object. Custom objects are also supported. Only object types deletable by the user are shown.

  • Get an Object by ID

    Get a Salesforce object by ID

  • Query Single Object

    Get a single Salesforce object by SOQL query.

  • Upsert Object

    Updates or Inserts object based on an external ID. If the External ID is present in Salesforce then the object is updated, otherwise it is created.

  • Fetch a Linked Object

    Fetches a linked object.

  • Look Up Object

  • Generic SOQL Query

    ADVANCED: Gives you a full freedom to execute an SOQL query. Each result contains a field named attributes which contains the raw attributes as returned buy Salesforce Rest API.The pipe is a low-level interface to Salesforce API. It does not provide schema info, so you will have to run it once to see what results look like. HINT you can add LIMIT 1 to your query, to fetch just one result while testing.

  • Search Objects (SOQL)

    Search for objects in Salesforce using Salesforce Object Query Language (SOQL). Only object types queryable by the user are shown. The query sent to Salesforce is SELECT <ALL FIELDS> FROM <Object Type> WHERE <Query>.

  • Search Objects (SOSL)

    Search for objects in Salesforce using Salesforce Object Search Language (SOSL). Only object types searchable by the user are shown. Always searches in all fields. The query sent to Salesforce is FIND {<Query>} RETURNING <Object Type>(<ALL FIELDS>). If the Search Type is sosl you can use queries like map* AND NOT paper. For the text option input is automatically escaped so that you don’t have to worry about escaping special SOSL characters, like { and *.

Contacts

  • ID
    —
    Contact Number
    —
    Account Number
    —
    Contact Status
    —
    Name
    —
    First Name
    —
    Last Name
    —
    Email Address
    —
    Skype User Name
    —
    Bank Account Details
    —
    Tax Number
    —
    Accounts Receivable Tax Type
    —
    Accounts Payable Tax Type
    —
    Is Supplier
    —
    Is Customer
    —
    Default Currency
    —
    Updated At
    —

  • Contact Updated

    Triggers when a Contact is updated.

  • Create a Contact

    Creates a new Contact in the selected Sheet.

  • Update a Contact

    Updates the selected Contact.

  • Fetch a Linked Contact

    Fetches a linked contact.

  • Search Contacts

    Searches for Contacts in the selected Sheet and returns a list.

Invoices

  • ID
    —
    Type
    —
    Contact
    You can supply a Contact ID, or give an email or contact name. Note that if you supply a Contact email or name, it has to exactly match the one in Xero. If no contact is found, or more than one contact matches the supplied value, this will result in a runtime error.
    Date
    —
    Due Date
    —
    Invoice Number
    —
    Reference
    —
    URL
    —
    Currency Code
    —
    Currency Rate
    —
    Status
    —
    Sent to Contact
    —
    Expected Payment Date
    —
    Planned Payment Date
    —
    Sub Total
    —
    Total Tax
    —
    Total
    —
    Total Discount
    —
    Line Items
    —
    Amount Due
    —
    Amount Paid
    —
    Fully Paid on Date
    —
    Amount Credited
    —
    Updated At
    —

  • Invoice Updated

    Triggers when a Invoice is updated.

  • Create an Invoice

    Creates an Invoice

  • Update an Invoice

    Updates an Invoice

  • Fetch a Linked Invoice

    Fetches a linked invoice.

  • Search Invoices

    Searches for Invoices in the selected Sheet and returns a list.