Xero Integration

Xero makes it easy to track your businesses expenses and accounting with well designed mobile apps and web interfaces.

Use case

  • You want to keep your Xero address book in sync with your CRM
  • You want to assign transactions to a contact
  • You want to push draft invoices into your accounts package

Data captured

  • payment details: amount, currency, date, reference
  • invoice payments: amount, currency, date, reference
  • contact details: first name, last name and email (address & telephone data when provided)

Data Sent

  • invoices: created as draft ready for finishing and sending
  • contact details: first name, last name, email, address & telephone
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