Manage payments and invoices for your leads and contacts in Freshsales by integrating with Xero.
What does the integration of Freshsales with Xero offer?
1. View lead or contact invoices within Freshsales.
2. Get a summary of total paid and unpaid amount for each lead, contact, account, and deal.
3. Pin Xero invoices against your records in Freshsales.
4. Search for your Xero invoice without having to leave Freshsales.
1. Go to Admin Settings > Marketplace Apps.
2. Search for the Xero app and click Install.
3. Click the 'Connect to Xero' button. This opens up an authentication page for you to enter the credentials for your Xero account.
4. Enter your Xero credentials and click Sign In.
5. Upon successful sign in, you will be directed to an authentication page that requests you to allow access to the Freshsales account.
6. Click 'Allow Access'. You will be redirected to the Xero integrations page in Freshsales. You can find the company name and the email address that has been used to integrate your Xero account.
7. Click 'Save' to activate the integration on Freshsales.