Custom Salesforce integration — connect your CRM to Xero, NetSuite and your AU business stack

A focused Salesforce <-> Xero sync (contacts, opportunities, invoices, payment status) typically runs 2 to 4 weeks from scoping call to go-live. A broader Salesforce hub connecting Xero plus NetSuite plus eCommerce typically runs 4 to 8 weeks. Fixed-price quote issued inside 48 hours of the 15-minute scoping call.

The most common flow: Salesforce contacts and accounts sync to Xero customers both ways with deduplication. When a Salesforce opportunity moves to Closed Won, a Xero invoice is created automatically. Invoice status (paid, overdue, voided) syncs back into Salesforce so sales see real revenue. We also handle credit notes, multiple currencies, Xero tracking categories, and Salesforce custom fields if required.

Yes. The same contact and invoice sync pattern works with MYOB AccountRight (including the 2024 API) and QuickBooks Online. If you are on MYOB Business (previously Essentials), coverage is narrower but core contact and invoice sync is achievable. NetSuite integration is also available for larger organisations requiring a full CRM-to-ERP bridge.

AppExchange apps and Zapier handle standard one-way flows well. Custom integration is right when you need two-way sync with conflict resolution, Salesforce custom objects mapped to Xero custom fields, complex workflow triggers (e.g. invoice overdue status changing a Salesforce opportunity stage), or when per-task connector fees are climbing. Our work is one-time fixed-price. You own the code and can hand it to any developer.

Yes. Dual-CRM scenarios are common in AU businesses that grew through acquisition or run separate sales and service teams. We map data-ownership rules — which system wins on conflict, which object type lives where — before writing any code. Both Salesforce and HubSpot have strong, well-documented REST APIs, and the resulting integration is maintainable by any competent developer.

Yes. The most common approach uses the Salesforce REST API or bulk API to extract opportunity, account and activity data into a staging layer that Power BI queries on a schedule. This gives live pipeline-to-revenue dashboards without licensing an additional middleware tool. We scope the extract frequency, data model and refresh cadence in the audit call.

Salesforce has three releases per year (Spring, Summer, Winter). We build against versioned API endpoints and avoid deprecated Apex patterns so most releases require no changes. Source code, OAuth config and deployment scripts are handed over from day one. We also offer an optional monthly support agreement to handle any API deprecation that does arise.

The founder, Kasun Wijayamanna, scopes and delivers every project personally. No account managers, no offshore handoff. You email the person building it. This matters for Salesforce integrations because field-mapping decisions (which Salesforce object maps to which Xero account code, how governor limits constrain the sync schedule) are judgment calls that need the builder in the room, not a project manager.