Xero CRM Integration
Connect Xero accounting with your CRM for real-time financial visibility on every contact and deal.
Off-the-shelf Xero integrations give you a basic contact sync and call it a day. We build a direct connection that turns your CRM into the single source of truth for both sales and accounting data. Your team sees invoice status, payment history, and outstanding balances right on the deal record, with no tab-switching, no middleware, and no monthly connector fees eating into your margins.
What We Connect with Xero
Specific data points and features we sync between Xero and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Contact and organization records synced bi-directionally
- Invoice creation triggered by CRM deal stage changes
- Real-time payment status updates on CRM deal records
- Credit note and refund tracking visible in CRM
- Bank reconciliation status linked to CRM transactions
- Multi-currency support mapped to your CRM deal currencies
How It Works
We authenticate directly against the Xero API using OAuth 2.0 and build event-driven sync logic specific to your business rules. When a deal hits a certain stage in your CRM, invoices are created in Xero with the correct line items, tax rates, and tracking categories. Payment webhooks from Xero update your CRM records in real-time. Unlike generic connectors that map to default fields, we configure every mapping to match your Xero setup exactly, including custom tracking categories, branding themes, and multi-currency rules.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Xero integration that no pre-built connector can offer.
One source of truth for sales and finance teams
Automatic invoice generation when deals close, with no re-keying data
Direct Xero API connection with no middleware dependency
Custom mapping to your specific Xero tracking categories
Real-time sync instead of hourly batch updates
You own the integration code, with no vendor lock-in
What Our Clients Say
“The client portal changed everything. Clients access their case documents, upcoming deadlines, and billing, and we stopped fielding 40 status update calls a week.”
Richard Caruso
Founding Partner, Caruso Law Group
Chicago, IL
“Mindbody was costing us $400/month and couldn't do half of what we needed. Custom CRM handles memberships, retail, workshops, and teacher training enrollment.”
Tonya Richards
Studio Owner, Flow Yoga & Pilates
Savannah, GA
“Managing VIP guests across 4 locations was impossible until we got a unified CRM. Now a regular at our Marina location gets recognized at our SoMa spot too.”
Yuki Tanaka
Operations Manager, Sakura Restaurant Group
San Francisco, CA
“Foster family management, case tracking, and donor relationships in one system. We can show funders exactly how their dollars create outcomes. Grants increased 40%.”
Diane Foster
Executive Director, Children's Hope Alliance
Charlotte, NC
“Job scheduling, quoting, and invoicing from my ute. The mobile app is brilliant. My sparky crew updates job status in real time and customers get automatic ETAs.”
Tom Anderson
Franchise Owner, Tradies Connect Electrical
Adelaide, SA
“Medicare billing integration and patient recall system built for Australian healthcare. Our GPs love it because it actually understands how Australian practices work.”
Sarah Thompson
Practice Manager, Coastal Family Medical
Gold Coast, QLD
“Every client touchpoint is logged, timestamped, and searchable. When regulators come knocking, we pull reports in minutes instead of scrambling for weeks.”
Diana Morales
Compliance Officer, Heritage Trust Partners
Dallas, TX
“Managing relationships with hotels, activities, and transportation providers alongside our client bookings. One unified system instead of five separate tools.”
Janet Kim
Owner, Pacific Rim Tours
Honolulu, HI
Ready to Connect Xero with Your CRM?
Book a discovery call and we'll walk you through exactly how Xero will integrate with your custom CRM: direct API, no middleware, built for your workflow.