Xero and GoHighLevel integration

Xero and GoHighLevel, one contact list

CRM Connector keeps Xero contacts and GoHighLevel contacts the same both ways, and brings GoHighLevel invoices into Xero, or turns each won opportunity into a draft Xero invoice instead. GoHighLevel captures leads and books appointments, Xero keeps the books.

  • Private Integration Token for GoHighLevel
Xero logoGoHighLevel logo

Contacts both ways, invoices one way into Xero

At a glance

Contacts stay the same on both sides, and GoHighLevel invoices, or won opportunities as draft invoices, arrive in Xero.

Xero logoGoHighLevel logo
What holds for each system on its own:How Xero behavesHow GoHighLevel behaves

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 Xero or GoHighLevel leads when the same record changed in both since the last sync.

Options for Xero and GoHighLevel

  • Everyone, customers only or leads only
How a sync between Xero and GoHighLevel runs, and how conflicts are settled

Record by record

What syncs between Xero and GoHighLevel

Which Xero field matches which GoHighLevel field, and what each change does.

Starts in
Xero logoFieldsGoHighLevel logo
  • Contact nameBoth waysBusiness name
  • First nameBoth waysFirst name
  • Last nameBoth waysLast name
  • Email addressBoth waysEmail
  • PhoneBoth waysPhone
  • Street address line 1Both waysAddress
  • Street address line 2Only in XeroNot in GoHighLevel
  • City, region, postal codeBoth waysCity, state, postal code
  • CountryWhen createdCountry
  • Is a customerEach works it outContact type
  • Not in XeroOnly in GoHighLevelSource

It happens in Xero, then in GoHighLevel

  • A new contact

    • Looked for in GoHighLevel with its own duplicate check, email first, then phone, and updated when found.
  • Name, company, email, phone and address change

    The same change is made to the GoHighLevel contact on the next sync.

  • The country changes later

    Not carried: GoHighLevel takes the country only when the contact is created.

  • A contact without email or phone

    Not written into GoHighLevel.

  • Some fields travel once, when the contact is created: GoHighLevel takes the country only when the contact is created.
  • Tags, off until you switch them on: a GoHighLevel contact gets "customer" once the Xero contact paid an invoice and "overdue" while one is past due.

FAQ

Questions about Xero and GoHighLevel?

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.

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Sign in to Xero and GoHighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.