<\/span><\/h3>\n\n\n\nThe last option we\u00e2\u20ac™ll discuss is building your own connection between Salesforce and Xero by making use of Apex and the APIs of these two platforms. The benefit of this approach is that it\u00e2\u20ac™s extremely configurable: you\u00e2\u20ac™re writing the code, and you can build the integration however you\u00e2\u20ac™d like.<\/p>\n\n\n\n
The downside, of course, is that you have to write the code in the first place! Connecting Salesforce and any financial application containing sensitive data is certainly not simple, and will require a substantial investment in planning, coding, and thorough testing. For a little insight, here\u00e2\u20ac™s a snippet of Apex which will create a draft Invoice in Xero:<\/p>\n\n\n\n
public class Xero{\n public void createDraftInvoice() {\n try{\n XeroAuthorization(); \/\/Which must be configured with Xero OAuth\n\n String requestBody = getInvoiceXml();\n String Endpoint = 'https:\/\/api.xero.com\/api.xro\/2.0\/Invoices';\n\n HttpRequest req = new HttpRequest();\n req.setMethod('POST');\n req.setTimeout(120000);\n req.setHeader('Content-Type','text\/xml');\n req.setHeader('Accept', 'application\/json');\n req.setEndpoint(Endpoint);\n req.setBody(requestBody);\n\n Http http = new Http(); \n HttpResponse res = http.send(req);\n if(res.getStatusCode() == 200){\n \/\/ Create a record in SF\n }else{\n System.debug('There was a problem while creating the Invoice :: '+res.getStatusCode());\n }\n } catch(Exception e){\n System.debug('Exception '+e);\n } \n }\n public String getInvoiceXml(){\n XmlStreamWriter w = new XmlStreamWriter();\n w.writeStartElement('', 'Invoices', '');\n w.writeStartElement('', 'Invoice', '');\n\n w.writeStartElement('', 'Type', '');\n w.writeCharacters('ACCREC');\n w.writeEndElement();\n\n w.writeStartElement('', 'Contact', '');\n w.writeStartElement('', 'Name', '');\n w.writeCharacters('Martin Hudson');\n w.writeEndElement();\n w.writeEndElement();\n\n w.writeStartElement('', 'Date', '');\n w.writeCharacters('2020-08-12T00:00:00');\n w.writeEndElement();\n\n w.writeStartElement('', 'LineAmountTypes', '');\n w.writeCharacters('Exclusive');\n w.writeEndElement();\n\n w.writeStartElement('', 'LineItems', '');\n w.writeStartElement('', 'LineItem', '');\n\n w.writeStartElement('', 'Description', '');\n w.writeCharacters('Example description text');\n w.writeEndElement();\n\n w.writeStartElement('', 'Quantity', '');\n w.writeCharacters('4.3400');\n w.writeEndElement();\n \n w.writeStartElement('', 'UnitAmount', '');\n w.writeCharacters('395.00');\n w.writeEndElement();\n\n w.writeEndElement();\/\/end LineItem\n w.writeEndElement();\/\/end LineItems\n\n w.writeEndElement();\/\/end Invoice\n w.writeEndElement();\/\/end Invoices\n\n String xmlOutput = w.getXmlString();\n w.close();\n return xmlOutput;\n }\n}\n<\/code><\/pre>\n\n\n\nOf course, much more than this will be required to build out a robust integration!<\/p>\n\n\n\n
While this custom approach means that you won\u00e2\u20ac™t have to pay any subscription fees, do keep in mind that you\u00e2\u20ac™ll need to commit to maintaining the integration with your own development resources, especially given that Salesforce and Xero are both updated very frequently. But if you want to maintain complete control over your connection, or your requirements are too specific for either Breadwinner or Zapier, writing custom code might be the way to go. <\/p>\n\n\n\n
Key benefit:<\/strong> completely customizable, no subscription costs<\/p>\n\n\n\nDrawbacks:<\/strong> very technically demanding, ongoing maintenance<\/p>\n\n\n\n<\/span>Conclusion<\/span><\/h3>\n\n\n\nConnecting Salesforce to Xero can save you time, annoying manual effort, and therefore money. We hope that this article has helped inform you about a few of the different ways to connect Salesforce and Xero.<\/p>\n","protected":false},"excerpt":{"rendered":"
Want to see up-to-date invoices, bills, payments, and other accounting information directly within Salesforce? Sick of manually copy-and-pasting sale and product details from Salesforce to Xero? In this blog post, we\u00e2\u20ac™ll discuss three ways to connect these two apps: ZapierBreadwinnerCustom development<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23,24],"tags":[],"class_list":["post-757","post","type-post","status-publish","format-standard","hentry","category-crm-products","category-salesforce-com-crm","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=757"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/757\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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