Xero and Square integration
Xero and Square, one contact list
CRM Connector keeps Xero contacts and Square customers the same both ways, and carries every Square invoice into Xero on the next sync. Square takes payments at the counter and on the road, Xero keeps the books.
- Official sign in for both
Contacts both ways, invoices one way
At a glance
Contacts stay the same on both sides, and Square invoices arrive in Xero.
What syncs
- ContactsBoth ways
- Invoices from SquareOne way
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 Square leads when the same record changed in both since the last sync.
Options for Xero and Square
- Everyone, customers only or leads only
Record by record
What syncs between Xero and Square
Which Xero field matches which Square field, and what each change does.
Fields- Contact nameBoth waysCompany name
- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- Email addressBoth waysEmail address
- PhoneBoth waysPhone number
- Street address line 1Both waysAddress line 1
- Street address line 2Both waysAddress line 2
- City, region, postal codeBoth waysLocality, region, postal code
- CountryWhen createdCountry
- Is a customerEach works it outPaid invoices or bookings
It happens in Xero, then in Square
A new contact
- Looked for in Square on the exact email, then the exact phone.
- Updated when found, created only when nothing matches.
Name, company, email, phone and address change
The same change is made to the Square customer on the next sync.
Country changes later
Not carried: Square takes the country only when the customer is created.
A phone number Square refuses
Left out of the Square customer, which is still written.
- Some fields travel once, when the record is created: Square takes the country only when the customer is created.
FAQ
Questions about Xero and Square?
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.
Contacts both ways, and Square invoices flow one way into Xero. Quotes and jobs are not offered between these two.
Yes, for different records. Let only one of the two bring in the same Square invoices, or a sale may be counted twice.
CRM Connector:
- Keeps contacts in step both ways
- Carries Square invoices into Xero
Ask your AI assistant
Ask ChatGPT or Claude about Xero and Square
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 Xero and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.