Xero
Keep invoices and expenses in perfect order.
Overview
Simplify your accounting and financial management by integrating Xero with our CRM. Automatically sync invoices, transactions, and customer payment records for a seamless workflow.
Benefits
Automated invoicing – Create and send invoices directly from the CRM.
Real-time financial tracking – Sync transactions and monitor revenue effortlessly.
Customer payment history – View outstanding balances and payment statuses.
Seamless expense management – Track expenses and link them to customer accounts.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Xero under the Accounting & Finance category.
Step 2 : Connect Your Xero Account
Click "Connect Xero" and sign in with your Xero account.
Grant the necessary permissions to sync invoices, payments, and customer data.
Step 3 : Configure Your Xero Preferences
Enable automatic invoice creation when deals are closed.
Set up default tax rates and payment terms.
Choose which financial data to sync between CRM and Xero.
Step 4 : Start Using Xero with CRM
Generate invoices directly from the CRM.
Track payments and overdue invoices in real time.
Sync financial reports for better revenue insights.
