FreshBooks and Xero integration
FreshBooks and Xero, kept in step both ways
CRM Connector syncs FreshBooks and Xero both ways: contacts, invoices with their payments, and FreshBooks estimates with Xero quotes stay the same in both. It fits a team that invoices in FreshBooks while the accountant works in Xero, or a move from one to the other.
- Official sign in for both
Two way, or one way if you prefer
At a glance
Contacts, invoices and quotes stay the same on both sides, payments included.
What syncs
- ContactsBoth ways
- InvoicesBoth ways
- Estimates and quotesBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or Xero leads when the same record changed in both since the last sync.
Options for FreshBooks and Xero
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when Xero sends, on a one way sync
Record by record
What syncs between FreshBooks and Xero
Which FreshBooks field matches which Xero field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysContact name
- EmailBoth waysEmail address
- Business phoneBoth waysPhone
- StreetBoth waysStreet address line 1
- Street line 2Both waysStreet address line 2
- City, province, postal codeBoth waysCity, region, postal code
- CountryBoth waysCountry
- Not in FreshBooksOnly in XeroIs a customer
It happens in FreshBooks, then in Xero
A new contact
Looked for in Xero on email, then name. Updated when found; otherwise created under a contact name Xero accepts as unique.
Name, company, email, phone or address changes
The same change is made to the Xero contact on the next sync.
FAQ
Questions about FreshBooks and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Contacts, invoices and quotes sync in both directions.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and Xero
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to FreshBooks and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.