Overview
Transform your business operations with the Xero Connector, the intelligent integration that connects Xero seamlessly with your favorite CRM.
Create companies, contacts, products, and invoices directly from your CRM deals while accessing real-time customer revenue data from Xero. When invoice or quote creation encounters missing information, the system guides you to update necessary details and replay the process, ensuring smooth and complete workflows.
The result?
Streamlined financial operations that eliminate manual work and deliver instant business insights.
Cloudify + Xero
Advantages of Using Xero Connector
-
Accelerated Deal Processing: Convert CRM deals into Xero invoices and quotes instantly, eliminating manual data entry and reducing processing time from hours to minutes.
-
Real-Time Financial Visibility: Access up-to-date company financials directly within your CRM, empowering your team to make informed decisions without switching between systems.
-
Reliable Invoice Creation: With the replay feature for failed integrations, ensure complete and accurate Xero invoices, providing peace of mind that financial operations are running smoothly across all connected platforms.
-
Unified Customer Management: Sync company and contact details seamlessly between your CRM and Xero, maintaining accurate customer records across both platforms effortlessly.
Key Features
-
Automatic Deal-to-Invoice or Quotes Generation: Automatically convert CRM deals into Xero invoices or quotes, providing real-time status updates directly in the originating platform.
-
One-click Invoice: Generate and customize Xero invoices with full control over the process. Split invoices by percentage ratios for complex billing, review drafts before syncing, and maintain flexibility for special requirements while eliminating manual entry.
-
Never Miss a Critical Update or Sync: Stay informed with automatic notification updates for every sync action. Receive detailed success confirmations with Xero information, clear error explanations, and use one-click replay to resolve issues or update existing invoices.
-
Personalized Sync Setup: Customize your sync experience with flexible preferences and field mapping options to create a synchronization setup that aligns perfectly with your business needs.
-
Manual Company Creation and Financial Data Update: Easily create or update companies and contacts in your CRM platform as customers in Xero, ensuring data accuracy across systems.
-
Effortless B2C Customer Management: Convert your contacts or customers from connected platforms into new customer entries in Xero, integrating your CRM and accounting processes more effectively.
-
Simplified Invoicing: Create invoices using only the deal value, bypassing the need to specify individual products. This simplification makes the service usable across various platform tiers.
Getting started
How to Install the App:
-
Get Started
Click ‘Get this app’ from the listing page to begin your integration journey. -
Choose Your CRM Platform
Select your preferred CRM integration – HubSpot or Pipedrive – based on your current business setup. -
Connect Your Xero Account
Securely link your Xero account to establish the connection between your financial and CRM systems. -
Select Your Xero Organization
Choose the specific Xero organization you want to integrate, ensuring data flows to the correct business entity. -
Choose Your Subscription Plan
Select the plan that best fits your business needs. -
Configure Your Sync Rules
Customize three essential sync configurations to match your business processes:- Invoice and Quote Sync Rules: Define how deals convert to invoices and quotes
- Customer Search Rules: Set parameters for finding and matching customer records
- Product Sync Rules: Establish how products sync between platforms
Ready to go! Your Xero Connector is now configured and ready to streamline your business operations.
