Simplify Your Finances with Xero Integration

Keeping your business contacts and financial records up-to-date can be time-consuming and prone to errors. Integrating your accounting system with your CRM helps you stay organized, save time, and avoid duplicate data entry.

📌 Why This Matters

Having your contacts and invoices properly synced between your CRM and accounting software means less manual work and more accurate records. This helps ensure your financial reporting is correct and your customer information is always current.

✨ What’s New

• Contact Sync: New or updated contacts in your accounting software will automatically update your CRM contacts, using business names for B2B contacts if personal names are missing.
• Invoice Sync (One-Way): Create invoices in your CRM and have them instantly appear in your accounting program, with real-time payment status updates.
• Tax Mapping: Match tax rates between your CRM and accounting system—including multi-component taxes—to keep your reporting compliant and accurate.
• Account Selection: Only accounts with payments enabled (excluding bank accounts) are available to sync, reducing clutter.

🛠️ How to Use It

1. Step 1: From your CRM dashboard, go to Settings > Integrations > Accounting Software > Connect.
2. Step 2: Enter your accounting software credentials to securely link your accounts.
3. Step 3: Select your organization and choose a chart of accounts for sync.
4. Step 4: If you don’t see your chart of accounts, make sure payments are enabled in your accounting software settings.
5. Step 5: Map your tax rates between systems so your invoices report correctly.
6. Step 6: Watch for email notifications if the integration goes inactive for 60 days or if any invoices fail to sync.

💡 Pro Tip

By syncing your invoices and contacts automatically between your CRM and accounting software, you free up precious time to focus on serving your customers and growing your business.