Using Xero as a cloud-based accounting software offers many advantages, from working in the same set of books regardless of location or operating system to providing standard business and management reporting. Even better, you can connect it to your CRM for easier syncing, ensuring your CRM and accounting remain fully in sync, saving time while keeping compliance and reporting accurate.

Connecting Xero #

• Navigate to the Integration section inside your account settings, locate the Xero icon, and click Manage.
• Once the module loads, click Connect to Xero.
• Enter your credentials, then click Log In.
• Connect your organization and select a chart of accounts.
• If the chart of accounts is not visible, enable payments in the Xero Chart of Accounts settings.
• Once you have connected the account, click Map Taxes. Only matching tax rates can be mapped to each other.

All existing and new contacts in Xero will now auto-sync to your CRM during the initial connection as well as on an ongoing basis. When you create any invoices in your system, they appear in Xero instantly, with name, number, taxes, and real-time payment statuses kept in sync.

Frequently Asked Questions #

Where do I start the Xero integration? #

Navigate to the Integration section inside your account settings, locate the Xero icon, click Manage, and then click Connect to Xero to begin.

Why can’t I see my chart of accounts? #

If the chart of accounts is not visible, enable payments in the Xero Chart of Accounts settings, then return to the integration to select it.

How does tax mapping work? #

After connecting your account, click Map Taxes. Only matching tax rates can be mapped to each other, which keeps your tax reporting accurate across both systems.

Do my Xero contacts sync automatically? #

Yes. All existing and new contacts in Xero auto-sync to your CRM during the initial connection and on an ongoing basis afterward.

What happens to invoices I create in the CRM? #

Invoices created in your system appear in Xero instantly, with the name, number, taxes, and real-time payment statuses kept in sync between the two platforms.

What are the main benefits of connecting Xero to my CRM? #

You keep your CRM and accounting fully in sync, save time on manual data entry, and maintain accurate compliance and reporting with real-time invoice and payment updates.