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Case study · Integration

A two-way Salesforce–Xero sync for a fintech company.

We connected Salesforce and Xero so invoices and payments flow automatically in both directions — giving finance and sales one reconciled set of numbers, with no manual re-keying.

  • South Africa
  • Fintech
  • Salesforce ↔ Xero
  • Integration
At a glance

At a glance

Region

South Africa

Industry

Fintech

Platform

Integration · Custom Development

Work type

Integration

How we approached it

01 Challenge

Finance and sales kept re-keying between two systems.

Finance lived in Xero and sales lived in Salesforce, with people manually re-keying invoices and payments between them. The two systems drifted out of sync, numbers didn't match, and reconciliation was slow and error-prone.

02 What we built

A resilient two-way sync that keeps both systems honest.

We connected Salesforce and Xero with a two-way sync engineered to surface problems rather than fail silently.

  • Two-way sync — invoices, payments, and contacts flow both directions automatically.
  • Robust field mapping & error handling — mismatches surface instead of failing silently.
  • Retry & idempotency logic — transient failures never double-post or drop records.
  • Monitoring & logging — a clear view of every sync and any exceptions.
03 Outcome

One reconciled set of numbers, kept in step.

Finance and sales now work from the same reconciled data, manual re-keying is gone, the month-end close is faster, and reconciliation errors dropped because the two systems stay in step automatically.

Solution highlights

Two systems, one reconciled set of numbers.

Two-way, automatic

Invoices, payments, and contacts sync both directions between Salesforce and Xero — no re-keying.

Fails loudly, not silently

Robust field mapping and error handling surface mismatches instead of hiding them.

Safe to retry

Retry and idempotency logic mean transient failures never double-post or drop a record.

Full visibility

Monitoring and logging give the team a clear view of every sync and every exception.

In their words

Finance and sales used to argue about whose numbers were right. Now there's one set of numbers, and month-end close stopped being a fire drill.
Finance lead · fintech company (anonymized)
Tech & stack

A resilient integration — with retries, idempotency, and monitoring built in.

  • Salesforce Platform
  • Apex
  • Named Credentials
  • Platform Events
  • REST / Xero API
  • Idempotency & retry
  • Error handling
  • Monitoring & logging
  • Sandbox → CI/CD
  • Git source control
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