Xero CRM Integration

Xero is a leading accounting software used to manage business transactions, invoices, credit notes and payments.

Salpo has partnered with Xero and built a comprehensive integration allowing you to view the transactional information held in Xero, and to create invoices from within the Salpo CRM platform.

Our hassle-free integration allows you to create invoices for opportunities and clients, and view a contact’s billing history within the CRM system.

  • Add contacts individually or in bulk from Salpo CRM into Xero
  • Sync contact details between systems.
  • View historical invoices against the contact’s Salpo CRM record.
  • Create invoices within Salpo CRM and send to Xero.
  • View live invoices and transaction histories within Salpo CRM.
  • Invoice approval remains within Xero’s sign-off framework.

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.