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What does the system & Xero integration do?
What does the system & Xero integration do?
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Written by Support
Updated over a week ago

Our integration with Xero is two-way with two key functions

  1. Updating your CRM organisations status of Xero invoices.
    For invoices raised in the last month, your CRM will create organisation records for any that do not exist and import the status of these invoices when the integration is authorized then will continually check for any invoices updated or modified in Xero during the past month, and reflect the details of these in your system.

  2. Push contact details from your CRM to Xero when the deal is won

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