How to sync contacts between Salesforce and Xero?

LOOKING FOR PARTNERS 🤝

We're currently looking for partners and distributors in different regions. If you're interested, please feel free to contact us.

Start syncing Salesforce and Xero contacts two-way with SyncPenguin! We simply ensure that all your customer data is automatically synced between the apps, without duplicates or any corner cases to worry about.

With SyncPenguin you can:

Merge historical contact data.
Add filters, conditions, and custom rules to the sync.
Add custom fields to the field mapping.

This guide explains in detail how to create, configure and start the sync.

If you'd like to start syncing right away, feel free to create an account and set up the sync on your own. Go back to the guide in case of any ambiguity or questions. You can also contact us for any questions, requests, or feedback.

Step 1. Create a SyncPenguin account

The first step is to create a SyncPenguin account. We offer a free 14-day trial (without a credit card) to make sure everything works well before your commitment. Please follow the link below to create an account.

START SYNCING NOW

14-day free trial • no credit card • quick setup

Step 2. Create the sync

The next step is to create a sync in the Synchronizations section of the dashboard by clicking the + New sync button. You'll see a wizard page, where you have to do the following three steps:

Choose Salesforce Contacts for the first app.
Then choose Xero Contacts for the second app.
Then select syncing direction.
Then click the Create button.

Step 3. Provide access to Salesforce and Xero

Now that your sync is created, the next important step is to grant SyncPenguin access to your contact data. You'll see two Account sections for both apps involved in the sync. Below we explain how to connect and configure accounts.

How to connect Salesforce?

The Salesforce Contacts account connection section will look like this:

How to connect Xero?

The Xero Contacts account connection section will look like this:

Please make sure both apps are properly connected before starting the contact sync.

DATA SECURITY

If you're concerned about the security of your private data, please check out the Security Practices page.

Step 4. Sync settings

In the Sync settings section you have the ability to adjust some of the default properties of your integration flow:

The name of your sync.
Sync direction (two-way or one-way).
Sync interval (by default the sync is triggered every 10 minutes).

Additionally, in Field mappings & rules you can customize the way contact data is mapped between the apps, or add some filters or custom rules to the sync behavior. This is done using our simple no-code visual interface, which allows you to do both simple adjustments as well as implement complex custom scenarios.

You can learn more about our customization interface here.

Step 5. Start the sync

The last step is to start the sync. To do that, click the Start syncing button.

You'll then be prompted with the following options:

Only sync new data, meaning anything that will be added or updated starting from now.
Merge all historic data two-way: take all Salesforce Contacts and Xero Contacts and merge them together. Any data that already exists on both apps should be merged instead of creating a duplicate.
Merge Salesforce Contacts to Xero Contacts: take all Salesforce Contacts and add/merge them to Xero Contacts.
Merge Xero Contacts to Salesforce Contacts: similar to the previous option but in the opposite direction.

We'll be checking every 10 minutes for changes in your data.
What should we do initially with already existing contacts?

Nothing, just sync new contacts Merge all contacts two-way Merge Salesforce → Xero Merge Xero → Salesforce

Please note that initial merge might take some time to complete

We recommend backing up important data before merge

Once you make your choice, just click Start syncing. In case you decide to do the initial merge, it'll be instantly queued. Once it's done, we'll be checking for contact changes every now and then (depending on the sync interval specified) and syncing accordingly. Each sync execution can be seen in the Sync history at the bottom of the sync page.