Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
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Live data access from Xero to Salesforce Connect
Unlock your data initiatives with live access to the data users need within any app or platform.
Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.
Xero:
Xero Accounting is a cloud-based accounting software designed for small businesses and freelancers. It offers features such as invoicing, bank reconciliation, expense tracking, and financial reporting. With real-time updates and automatic data syncing, Xero streamlines financial tasks and provides users with a clear overview of their business finances.
Salesforce Connect:
Salesforce Connect is a powerful integration tool that allows users to access and view external data sources directly within their Salesforce platform. By connecting to various systems such as databases, ERP, and social media platforms, users can easily access real-time information and make informed decisions without switching between multiple applications.
Discover, blend, and access data from Xero in Salesforce Connect
CData Connect Cloud provides a collaborative. live data access and connection platform that empowers data users to use data securely in their preferred tools, while maintaining data governance controls for technical experts. Connect Cloud provides a live copy of the data without actual data movement. Enable every stakeholder in the organization to always have access to the data they need without constantly submitting request tickets.
- Sophisticated connection to Xero with built-in query engines that enable advanced connection capabilities, which won't break over time.
- Data governance controls to protect data in Xero with transparent role-based access rules.
- Create and save purpose-built views of data for specific uses in Salesforce Connect that update with changes to Xero.
- Work with virtual dataset views of Xero Accounting data instead of entire tables and datasets.
- Blend, customize, and rearrange data in Connect Cloud so its ready for Salesforce Connect.
Access Xero in Salesforce Connect
Xero to Salesforce Connect Features
No data movement required
Ditch the complicated ETL/ELT data integration tools and skip right to using data in the tool you need.
Powerful user-based access controls for centralized data governance
Grant unlimited self-serve data access to users without the possibility of accidentally viewing, altering, or deleting data.
Any data, any application – available in familiar rows and columns
Connect Cloud does the hard work of translating any source connection to tables that can be read by SQL or analyzed in a spreadsheet.
Access live Xero data in other popular tools
No complicated data movement, ETL, or data integration required. Enable access to data directly from the data systems you already use. Select your preferred tool below to learn more.
APOS Live Data Gateway
Airbyte
Alteryx Designer
Amazon AWS Glue
Amazon QuickSight
AppSheet
Azure Analysis Services
Azure Data Factory
Bubble.io
Choreo
Cognos Analytics (On-Prem)
Google Apps Script
Google Sheets
Infragistics Reveal
Jitterbit
Klipfolio
Looker
Mendix
Metabase
MicroStrategy
Microsoft Excel
Microsoft Power Apps
Mode Analytics
MuleSoft Anypoint
Nintex Workflow Cloud
NodeJS
OutSystems
Power Automate
Power BI Service
Qlik Cloud
Redash
SAP Analytics Cloud
SAP Crystal Reports
SQL Server PolyBase
SnapLogic
Tableau Cloud
Unqork
Zoho Analytics
