Xero is a leading accounting software solution used to manage business transactions, invoices, credit notes and payments.
Salpo has partnered with Xero and built a comprehensive integration allowing you to sync records, view the transactional information held in Xero, and create invoices from within the Salpo CRM platform.
Our hassle-free integration allows you to create invoices for opportunities and clients, plus view a contact’s billing history within the CRM system.
By allowing you to keep track of account balances and invoicing status from within profile pages, and report across a number of clients at one time, your team can more easily get a clear picture of what has been paid, what is due and what is outstanding on their accounts.
Salpo CRM and XERO in harmony
Add contacts individually or in bulk from Salpo CRM into Xero
Create invoices within Salpo CRM and send to Xero
Sync contact details between Salpo CRM and Xero
View Xero records
View live invoices and transaction histories within Salpo CRM
View historical invoices against the contact’s Salpo CRM record
Invoice approval remains within Xero’s sign-off framework
Start a FREE 14-day no obligation trial of our CRM platform with XERO integration