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I need a step by step guide into setting up an integration between Salesforce and Xero. I'm asking those who have tried integrations with Quickbooks or other applications if you have experience with this and please share your thoughts.

Regards,

Pfang

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2 Answers 2

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Answers:

1) Apex and some visualforce pages required only.

2) It was an online integration and live somewhere on platform as an Appexchange application. However An standalone application can be possible.

3) Documentation provided by Quickbook, some efforts in collecting things together. Initially Quickbook documentaion was used.

4) I tried it with REST API and succeed. Uses OAuth 1.0 flow. (Not sure about xerox)

5) I have but cannot share in public.

Except these if you are doing first time, you may need to some study about authentication procedures used by your third party application (Xerox). I suggest to start with understanding authentication process.

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  • Very informative. A basic step by step guide is what I'm looking for. If you can provide something like this without specifics, general practice for integration, it will help me get things rolling. Oct 17, 2013 at 2:37
  • Hi @reddev Im also integration at salesforce to xero using REST API please send me the link regarding quickbook for this integration which you have followed and succeeded this integration process.
    – Udaya
    Oct 24, 2013 at 6:54
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A native apex library for Xero is provided on the Appexchange

http://tinyurl.com/dimefordev

This handles all OAuth 1.0a interactions and provides apex methods for each Xero endpoint

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  • Looking into that Dan, had Dime installed a few days ago and I'm trying custom field mapping but they don't have it for the version I installed. Oct 17, 2013 at 2:39
  • Looking at this too Oct 17, 2013 at 2:40
  • Dime for CRM is a product with fixed field mappings.
    – danfowlie
    Oct 18, 2013 at 4:36
  • Dime for Developers allows you to set the exact field mappings you require (via apex code)
    – danfowlie
    Oct 18, 2013 at 4:37
  • Hi Dan, will this allow automated batch record syncing. I mean I create several records in Salesforce, around a hundred, schedule a sync with Xero at a certain interval? Oct 18, 2013 at 6:17

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