Xero integrations

Xero in step with your CRM, your other books and Jobber

CRM Connector keeps Xero contacts, sales invoices and quotes in step both ways with QuickBooks Online, FreshBooks, Zoho Books, FreeAgent and HubSpot, and brings them into Jobber, one way, where the work is done, within Xero's own rules.

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  • Connects with its official sign in (OAuth)
  • Set up in five guided steps
  • 7 day free trial
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Pairs with 20 systems

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Xero in two minutes

See what syncs between Xero and your other business systems, and how to set it up.

What syncs

What Xero keeps in step

Contacts

Both ways
  • Both ways with the other systems, and one way into Jobber as clients.
  • Xero requires unique contact names, so the platform builds a sensible name.
  • A contact with the same name is updated only when no other email or phone tells them apart.
  • A different person who shares the name gets a contact of their own, named with their email or phone.
  • Xero's own customer flag, set once an invoice exists, decides who counts as a customer for the customers only and leads only filters.

Sales invoices

Both ways
  • Both ways with QuickBooks Online, FreshBooks, Zoho Books, FreeAgent and HubSpot.
  • Due date, status and part payments stay in step.
  • One way into Jobber, where a Xero payment settles the Jobber invoice.
  • Stripe, Square, GoHighLevel and Housecall Pro invoices and WooCommerce orders arrive one way, paid ones with a payment.
  • Approved Simpro invoices arrive one way, and payments recorded here go back to Simpro.
  • A won deal or opportunity from a CRM can arrive as a draft invoice for the amount.
  • A completed ServiceM8 job can arrive as a draft invoice, materials as lines.
  • Purchase bills stay out.

Quotes

Both ways
  • Both ways with QuickBooks Online, Zoho Books and FreeAgent, as far as Xero allows.
  • Both ways with FreshBooks, where FreshBooks decides the status.
  • Both ways with HubSpot quotes, where HubSpot decides the status.
  • One way into Jobber as a draft quote for the office to send.
  • Or an accepted quote becomes a Jobber job, ServiceM8 work order, Housecall Pro job or CompanyCam project.
  • A sent quote can become a HubSpot, Pipedrive, Zoho CRM or ActiveCampaign deal, or a Salesforce or Keap opportunity (Keap on Max Classic).
  • That deal follows it: accepted is won, declined or expired is lost.

Works with

Pair Xero with any of these

Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.

Jobber logoJobberContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: contacts, invoices and quotes, and an accepted quote can become a job.About JobberHow it syncs
QuickBooks Online logoQuickBooks OnlineContacts, Invoices, QuotesCustomers, invoices, payments and quotes both ways, and either system can lead.About QuickBooks OnlineHow it syncs
HubSpot logoHubSpotContacts, Invoices, Quotes, Won deals as draft invoices, Quotes as dealsInvoices and quotes both ways with their payments; a won deal becomes a draft invoice and a sent quote a HubSpot deal.About HubSpotHow it syncs
GoHighLevel logoGoHighLevelContacts, Won opportunities as draft invoices, Invoices from GoHighLevelContacts both ways and GoHighLevel invoices into Xero, or a won opportunity as a draft invoice instead; Xero's second address line stays in Xero.About GoHighLevelHow it syncs
Square logoSquareContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into Xero.About SquareHow it syncs
Stripe logoStripeContacts, Invoices from StripeStripe invoices land in Xero with their payment, and customers stay in step both ways.About StripeHow it syncs
Housecall Pro logoHousecall ProContacts, Invoices from Housecall Pro, Accepted quotes as jobsContacts both ways, Housecall Pro invoices into Xero with payments, and accepted quotes as Housecall Pro jobs.About Housecall ProHow it syncs
ServiceM8 logoServiceM8Contacts, Accepted quotes as jobs, Completed jobs as draft invoicesClients both ways, an accepted quote becomes a work order, and a completed job a draft invoice.About ServiceM8How it syncs
CompanyCam logoCompanyCamContacts, Accepted quotes as projectsContacts both ways, and a quote accepted in Xero becomes a CompanyCam project for the crew.About CompanyCamHow it syncs
Pipedrive logoPipedriveContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Xero invoice, and a sent quote a deal that follows it.About PipedriveHow it syncs
FreshBooks logoFreshBooksContacts, Invoices, QuotesContacts, invoices and quotes both ways, and a payment in either lands as a payment in the other.About FreshBooksHow it syncs
Salesforce logoSalesforceContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft Xero invoice, and a sent quote an opportunity that follows it.About SalesforceHow it syncs
Zoho CRM logoZoho CRMContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Xero invoice, and a sent quote a deal that follows it.About Zoho CRMHow it syncs
Zoho Books logoZoho BooksContacts, Invoices, QuotesContacts, invoices and quotes both ways, with each payment carried over for exactly the amount newly paid.About Zoho BooksHow it syncs
FreeAgent logoFreeAgentContacts, Invoices, QuotesContacts, invoices and quotes both ways, and a payment explained in FreeAgent reaches Xero for the amount newly paid.About FreeAgentHow it syncs
ActiveCampaign logoActiveCampaignContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Xero invoice, a sent quote a deal that follows it, and tags can mark who paid and who is overdue.About ActiveCampaignHow it syncs
Keap logoKeapContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways with Customer and Overdue tags from Xero, and on Keap Max Classic won opportunities as draft invoices.About KeapHow it syncs
WooCommerce logoWooCommerceContacts, Orders as invoicesOrders land in Xero under their own order number, paid ones with a payment on your bank account, and customers stay the same both ways.About WooCommerceHow it syncs
Simpro logoSimproContacts, Approved invoices into the books, Payments back into SimproCustomers both ways, approved Simpro invoices into Xero with your tax rates per line, and payments back to Simpro.About SimproHow it syncs
Google Sheets logoGoogle SheetsContacts, Invoices, QuotesOne way into XeroContacts, invoices with their lines and quotes from your sheet land in Xero, paid ones with a payment.About Google SheetsHow it syncs

Connecting

How Xero connects

Official sign in

OAuth

Xero connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to Xero, pick the organisation, done. Removing the connection also removes the app connection at Xero's side.

Sign in to connect Xero

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A Xero organisation with invoicing.
  • For recording payments, an account with payments enabled or a bank account, which most organisations already have.

You approve access on Xero's own sign in page. Your Xero password never reaches CRM Connector.

Good to know

How Xero behaves

What is true for Xero whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.

  • A cleared field stays cleared

    • When a two way contact sync empties a company name, phone or address part in the other system, it is emptied in Xero too, instead of coming back on the next run.
    • A cleared company renames the contact to the person.
    • A field that never held a value is never emptied.

  • A part payment tops up the other side

    • Works with QuickBooks Online, HubSpot, FreshBooks and Zoho Books.
    • FreeAgent records no outside payment; there it is left to the bank feed.
    How part payments work

  • Xero locks the issue date once money is applied

    • So the issue date is set when the invoice is created and not compared afterwards.
    • The due date keeps travelling, even on a paid invoice.

  • A paid invoice cannot be voided in Xero

    • Xero will not void an invoice that has a payment or credit applied.
    • When the other system voids it, the Xero copy stays paid, the other side keeps its void, and nothing is written back and forth.

  • A voided draft is deleted

    Xero cannot void a draft invoice, so a draft voided in the other system is deleted in Xero, which is Xero's own path for drafts.

  • Decided quotes are left alone

    Once a Xero quote is accepted, declined or invoiced, Xero only takes contact details and notes, so the platform does not try to edit it.

  • A Xero contact is not renamed after the fact

    • A company name always keeps a Xero contact's name up to date.
    • A contact matched by email keeps its Xero name when the source has no company.
    • So a business named by hand in Xero is never switched to a person's name.

  • An archived contact is never copied

    • When a contact already sits archived in Xero with the same email or phone, it is not created a second time.
    • The sync reports it, and once you unarchive it in Xero the next run updates it.

  • An invoice number Xero already uses

    • When Xero uses the number for another invoice (another contact's, a voided one, or a different one of this contact), the invoice is still created.
    • Xero gives it its own number, and the source number is kept at the start of its reference (Source no. 30), where a later sync finds it again.

  • Built to respect Xero's limits

    Xero is asked only for records changed since the last run, in the largest pages Xero allows, so the integration uses the minimum number of API calls.

FAQ

Questions about Xero?

Answers about Xero itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.

How syncing worksXero MCP for ChatGPT and ClaudeStill not sure? Contact us

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