User Guides

9 articles

Configuring your CRM for Xero

The first requirement for being able to post data to Xero is to connect your account, this can be d…

Creating New Xero contacts from CRM contacts

Creating an Xero Contact from a CRM Contact In CRM go to Contacts and find the Company that you wan…

Creating Xero Invoices and supplier invoices from CRM

In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…

Handling Xero Invoice Payments

Invoice Payments must be entered in Xero (so they can be recorded against the correct bank account,…

Linking CRM contacts to existing Xero contacts

To link a CRM company to a Xero Contact, first click Edit on the company in CRM, then go to the Sal…

Xero Integration Overview

Capabilities Our Xero integration allows you to: Link your CRM Companies and Contacts to existing r…

Xero Link Getting Started Email

This email can be sent to new users of the Xero link... We're pleased to let you know that we've no…

Xero Link Warnings, and how to resolve them

1. Warning: This record has no Invoice Address Cause: You are trying to post an invoice to Xero whe…

Xero Link on Test Systems

You can create a test Xero database by going to https://my.xero.com/ and clicking the green “Add an…