Your First 15 Minutes

Start here. A working setup is about fifteen minutes, and this is the whole path in the right order — every step links to the article that covers it in detail.

Setup comes in two halves, and they mirror the two numbered sequences in the configuration menu. First you set up the Salesforce org: install, connect, and get access and layouts right. Then you set up each Xero organisation: what syncs, in which direction, and bringing your history across.

Part 1 — Set up the Salesforce org

1. Install from the AppExchange into a sandbox or production org
2. Connect your Xero organisation — an OAuth handshake with Xero
3. Check the Connected App is configured — green means nothing to do
4. Organisation-wide settings — sync frequency and tax defaults, applied across every connected Xero org
5. Manage users — and assign the right permission set to each person
6. Manage page layouts — put the components on the records your team already uses

Part 2 — Set up each Xero organisation

7. Sync settings — direction, defaults and which contact types to sync
8. Object settings — which records flow between the two systems
9. Run the historical sync to pull your existing Xero data across
10. Start the ongoing sync — it can't be started until the historical sync is done
11. Run the matching tool to link existing Accounts to Xero contacts

Once it's running

• Customise your field mapping if the defaults don't carry everything you need — and to raise documents from objects other than Opportunities
• Coming from another connector? Run the migration tool so your existing records keep their links to Xero rather than starting fresh