Manage invoices for your contacts in the CRM by integrating with Xero.
Free
900+ installs
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewReviews How to install?
What does this integration with Xero offer?
1. View contact invoices within the CRM.
2. Get a summary of total paid and unpaid amount for each contact, account, and deal.
3. Pin Xero invoices against your records in the CRM.
4. Search for your Xero invoice without having to leave the CRM.
No reviews available for this app.
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 CRM account.
6. Click 'Allow Access'. You will be redirected to the Xero integrations page in the CRM. 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 the CRM.
Not an Admin? Share this app with your admin to install it for you.
Version History
This is the first version. Release notes not yet available.
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