Overview
Clevero allows customers to track, manage, and automate all aspects of their day-to-day operations in a single platform. Features Including:
- CRM
- Quote Generation
- Email Tracking
- Job Management
- Job Profitability
- Task Management
- Resource Scheduling
- Invoicing
- Contract Management
- Report Generation
- eSignatures
- Automation and Workflows
Clevero + Xero
Clevero can handle mulit-organisation integrations. Two or more Xero integrations are possible from the same Clevero Solution.
Clevero will sync some or all of the following into Xero:
- Customers
- Suppliers
- Quotes
- Invoices
- Tracking Categories
- Purchase Orders
- Supplier Bills
- Payments
- Credit Notes
- Items
- Timesheets
- Journal Entries
Clevero will pull the following data from Xero into Clevero:
- Chart of Accounts
- Tax Rates
- Currencies
- Items
- Branding Themes
Getting started
In Clevero navigate to Settings -> Company Settings > Integration and click "Connect".
Choose your organisation you wish to associate with the integration.
During initial sync Clevero will import Chart of Accounts, Customers, Suppliers, Tax Rates, Items and Payment Terms, Branding Themes, Currencies.
Clevero will now be connected to Xero and ready to sync future Customers, Suppliers, Invoices, Bills and much more!
Reviews & ratings
Sort and filter
Most recent reviews
Excellent Xero integration
Xero Interface
Response from Clevero27 Feb 2025
Awesome software
Response from Clevero27 Feb 2025
Additional info
Shared data
Functions
Workflow buildersCRMIndustries
HealthProfessional servicesConstruction and tradesApp details
Countries
Australia, Global, New ZealandLanguages
EnglishSupport
Setup walkthroughContact supportsupport@clevero.coFollow
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