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Accounting & Finance

Align your sales and accounting

Manage your bookkeeping, invoicing, reconciliation, and accounts payable with Xero. Step it up by connecting it with OnePageCRM to align your sales and accounting, save time, and grow your small business.

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No more copy and paste

  • Draft an invoice straight from within OnePageCRM.
  • Search and connect invoices to contacts in Xero (if a contact doesn’t exist, we’ll automatically create one for you!).
  • Add and edit details like the invoice’s date, description, reference, and amount.

All accounting information at your fingertips

  • View the saved copy of the invoice anytime in OnePageCRM from the deal information or the contact’s Activity timeline.
  • Open your Xero account in just one click to preview the invoice and make any further edits.
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See how it works

Have a look at how this Xero CRM integration works.
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Display Xero invoices and quotes in CRM

Have all Xero invoices and quotes associated with your CRM contacts listed on their Contact Pages.

This way, your sales team has a 360-degree view of your invoicing history with every client. They no longer need to access your Xero account or double-check with the accounting team about the recent invoice status. It’s all there, inside your CRM.

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Integrate Xero with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your client database into a simple to-do list (we call it Action Stream).
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Set follow-up reminders next to contacts.
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See a prioritized list of tasks for today.
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Stay motivated with the Target Widget.
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Keep all client info on one scrollable page.
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Built an integration with OnePageCRM?

If you’re building your own integration with OnePageCRM, we’d like to hear from you! Fill out the form below and we’ll get back to you.
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Connect Xero to your CRM

Discover the full potential of our simple CRM by integrating it with Xero. Keeping in touch with clients and growing sales have never been easier.
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Xero CRM Integration

  • Is Xero a CRM?

    No, Xero is an app used by businesses to manage invoicing, reconciliation, accounts payable and bookkeeping.

    On the contrary, a CRM system is a customer relationship management tool used for storing contact data and building and nurturing business relationships. The CRM data is not limited to financial data only.

  • What are the benefits of Xero CRM integration?

    Once you connect OnePageCRM to Xero, you will be able to create a draft of an invoice right from within your CRM account. It’s a huge time saver as all the contact details, deal name and value will go directly into your Xero account.

    Moreover, if a customer already exists in Xero, we will detect this and assign the invoice to it.

  • How can I use Xero CRM integration?

    Once you set up this integration in your CRM account, you’ll notice a Xero icon just within your Deals section.

    When clicked, a pop up appears asking for invoice details – enter all relevant information and click Send to Xero. Then hey presto, you’ve just created a draft invoice with all customer data sent to Xero. Simple isn’t it?
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