The first requirement for being able to post data to Xero is to connect your account, this can be d…
Creating an Xero Contact from a CRM Contact In CRM go to Contacts and find the Company that you wan…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
Invoice Payments must be entered in Xero (so they can be recorded against the correct bank account,…
To link a CRM company to a Xero Contact, first click Edit on the company in CRM, then go to the Sal…
Capabilities Our Xero integration allows you to: Link your CRM Companies and Contacts to existing r…
This email can be sent to new users of the Xero link... We're pleased to let you know that we've no…
1. Warning: This record has no Invoice Address Cause: You are trying to post an invoice to Xero whe…
You can create a test Xero database by going to https://my.xero.com/ and clicking the green “Add an…