Xero
See what your bookkeeping says about a customer without leaving their profile. Xero stays the source of truth.
What it does
- Copy customers, invoices, payments, credit notes and bills in as read-only records
- Link Xero customers to contacts by exact email, or by hand
- Show invoice and payment history on the Customer 360 profile
- Create a draft invoice in Xero, only when a person clicks to do so
- Trigger automations when an invoice is created, paid or overdue, a payment is received or a credit note is created
How to connect
Step 1
Open Settings, then Connected applications
Step 2
Choose Xero and approve access on Xero’s page
Step 3
Pick the organisation; the first copy runs in the background
Where you will see it
Related integrations
Use Xero with your CRM.
Create your workspace, then connect it from Settings.