Using Xero as a cloud-based accounting software has many advantages, from working in the same set of books regardless of location or operating system to providing standard business and management reporting. And, what's even better, you can connect it to your CRM for easier sync. 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 isn’t visible, enable payments in the Xero Chart of Accounts settings.

Once you've 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 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.