Connect Xero with all your business tools. Invoices, payments and accounting data sync automatically in real time, keeping your finances accurate and effortless.
Supported Integration
How does it work?
When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Xero with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Xero, including billing and shipping addresses.
Products
Any item that is listed in Xero will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as Xero sales orders. Invoice Payment methods will be synced from CRM to Xero for sales for automatic invoice creation.
How does it work?
You can create and send invoices with payment links automatically, along with managing customer information through the integration functionalities.
Orders
When an order is placed on the webshop, it is automatically transferred to the accounting app or Xero in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Xero account.
Products
All the product listings are updated and synced with Xero with all details. Any modification of the products in the webshop reflects automatically in Xero.
Inventory
The exact inventory level is maintained by the real-time stock updates from Xero.
Sales Orders
All webshop sales orders will get instantly converted into Xero sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Xero so that customers can track their shipments and view the order status in real time.
How does it work?
When the generated leads or customer data are populated into the Xero account for invoicing, the customer details are further synced into the marketing app’s mailing list.
Orders
When an order is placed in the webshop and the details are updated in the Xero app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Xero, it can also take customer information from there and launch email campaigns.
How does it work?
Sync your complete inventory and import your sales orders by integrating Xero with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Xero.
Inventory
Inventory sync with Xero lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the Xero account updates the status.
Supported Triggers and Actions
Xero
Triggers
Select an app
Benefits of Integrating
Xero
with Cloudify
Real-Time Financial Tracking
Integrate Xero with analytics tools for instant insights into cash flow, revenue, and expenses.
Automated Invoice Management
Sync Xero with invoicing platforms to automate invoice creation, sending, and tracking.
Simplified Payroll Processing
Connect Xero with payroll systems to automate salaries, tax calculations, and compliance.
Streamlined Expense Tracking
Integrate expense apps to auto-categorize expenses and manage approval workflows.
Improved Collaboration Across Teams
Link Xero with project tools to track budgets and coordinate financial tasks in real time.
Faster Payment Matching
Connect Xero with payment gateways to automate payment matching and speed up reconciliations.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
