Overview
Wave CRM is a purpose-built membership CRM designed for associations, chambers of commerce, clubs and community organisations that need to manage members, events and payments in one place. It combines member management, communications and billing with seamless Xero integration, giving you both engagement tools and financial clarity.
Many membership organisations struggle with disconnected systems. Member data sits in spreadsheets. Events run through separate platforms. Emails are sent from another tool. Payments are reconciled manually in accounting software. This creates duplication, errors and wasted admin time.
Wave CRM replaces that complexity with one unified platform.
Manage your members with confidence
Wave CRM gives you a complete, centralised member database. Track membership status, renewal dates, payment history and communication activity in one system.
- Detailed member profiles and custom fields
- Member directories and secure access to resources
- Automated renewal reminders and scheduled communications
- Targeted email and SMS campaigns
Everything is structured around how membership organisations actually operate, including recurring subscriptions, member tiers and event pricing.
Run events and collect payments easily
Plan and manage events directly within your CRM. Sell tickets, issue vouchers and record attendance without switching systems.
- Integrated event management and ticketing
- Online payments via Stripe and direct deposit
- Real-time visibility of who has paid and who is outstanding
No more chasing spreadsheets or cross-checking payment reports.
Keep your CRM and accounting in sync with Xero
Wave CRM includes two-way integration with Xero, ensuring your membership and financial data stay aligned.
- Sync invoices and payments with Xero
- Reduce manual data entry and reconciliation errors
- Maintain accurate financial records across systems
- Give treasurers and bookkeepers real-time visibility
When a member pays, the information flows through to Xero. Your team saves time, reduces risk and improves reporting accuracy.
Built for membership organisations
Wave CRM is not a generic CRM adapted for communities. It is designed specifically for membership-based organisations that rely on subscriptions, events and ongoing engagement.
By bringing together member management, event management, payments and Xero accounting integration, Wave CRM helps you:
- Reduce admin workload
- Improve cash flow visibility
- Strengthen member engagement
- Operate from a single source of truth
Wave CRM gives you the tools to manage your community and your finances in one connected system, with Xero at the centre of your accounting processes.
WAVE + Xero
Wave CRM offers a robust two-way integration with Xero, designed to automate financial workflows for membership organisations and eliminate double handling between systems.
The integration connects your member management and accounting processes in real time and near real time, ensuring your financial data stays accurate and aligned.
Data sent to Xero
Wave CRM can create draft invoices in Xero for memberships, renewals, event registrations and other member-related charges. This allows your finance team to review and approve invoices within Xero before they are finalised.
When payments are processed in Wave CRM — including Stripe transactions and recorded direct deposits — the payment information syncs to Xero. This supports faster bank reconciliation and ensures your accounting records reflect actual member activity.
Wave CRM can:
- Create draft invoices in Xero
- Sync payment transactions to the correct invoice
- Create or match member contacts in Xero
- Maintain accurate invoice and payment status
This removes the need to manually recreate invoices or re-enter payment data in Xero.
Data received from Xero
Wave CRM pulls key financial configuration data from Xero to maintain consistency across both systems.
During setup and ongoing use, Wave CRM can sync: • Chart of accounts • Tax rates • Tracking categories • Invoice and payment status updates
This ensures invoices raised through Wave CRM use the correct revenue accounts and tax settings. Any updates in Xero are reflected back in Wave CRM, keeping both systems aligned.
Automation and workflow benefits
The integration supports real-time and near-time synchronisation, reducing delays between member activity and financial reporting.
Key workflow improvements include: • Elimination of duplicate data entry • Reduced reconciliation time • Accurate revenue allocation through synced chart of accounts • Improved collaboration between membership managers and finance teams • Greater visibility of outstanding invoices and paid members
Because draft invoices can be created directly in Xero, finance teams retain full control within their accounting environment, while operational teams continue managing members and events in Wave CRM.
Flexible organisation support
Wave CRM supports connections to multiple Xero organisations where required. This is ideal for associations with separate entities, chapters or trading arms that maintain independent Xero files.
By connecting Wave CRM and Xero, membership organisations gain a streamlined financial workflow. Member records, invoices, payments and accounting data remain synchronised, reducing risk and improving reporting accuracy.
The result is a connected CRM and accounting system that saves time, strengthens financial control and keeps your organisation operating with clarity and confidence.
Getting started
Getting started with Wave CRM and Xero is simple. The easiest way to begin is by selecting the “Get this app” button on the Xero App Store listing.
You can create your Wave CRM account during the connection process, so there is no need to sign up separately beforehand.
Step-by-step setup process
- Click “Get this app” on the Xero App Store listing.
- Sign in to your Xero account when prompted.
- Select the Xero organisation you want to connect.
- Authorise Wave CRM to access the required financial data.
- Create or log in to your Wave CRM account to complete the connection.
Once authorised, Wave CRM securely connects to your Xero organisation.
Configure your integration
After connection, you can configure how data flows between Wave CRM and Xero. The setup process guides you through:
- Syncing your chart of accounts
- Confirming tax rates and tracking categories
- Setting how invoices are created in Xero (including draft invoice creation)
- Matching or creating member contacts in Xero
- Reviewing how payments will sync for reconciliation
This ensures membership fees, renewals and event income are mapped correctly from day one.
Wave CRM supports real-time and near-time synchronisation, so once configured, invoices and payments flow automatically between systems.
Guided onboarding and support
Wave CRM provides guided onboarding to ensure a smooth start. Our team works with you to configure your integration correctly and align it with your membership structure and accounting processes.
Onboarding support includes:
- Assisted setup of invoice and payment workflows
- Guidance on mapping revenue accounts
- Help reviewing member data and contact matching
- Support for testing invoice and payment sync before going live
This hands-on approach reduces risk, prevents configuration errors and gives your team confidence in the integration.
What to expect after setup
Once connected and configured:
- Draft invoices can be created in Xero from Wave CRM
- Payments sync automatically for faster reconciliation
- Invoice and payment status stays aligned across both systems
- Membership and financial data remain consistent
Wave CRM and Xero then work together in the background, keeping your member management and accounting processes connected.
By starting with the “Get this app” button and following the guided setup process, you can move from connection to fully operational integration quickly and confidently.
