Xero and HighLevel
Let Xero payments start your HighLevel workflows
Your Xero contacts arrive in HighLevel and are tagged by what happens to their money, overdue while an invoice is late and customer once they have paid, so a late invoice can start a friendly reminder and a paid one a review request without anybody checking Xero.
- Only two tags, nothing else touched
- Overdue clears once nothing is past due
- Official Xero sign in
Contact in XeroNoah Grantnoah.grant@example.comNew- Invoice in XeroINV-0142 Noah Grant$1,200Awaiting payment
Contact in HighLevelNoah GrantContact tagNo tag- Invoice in XeroINV-0142 Noah Grant$1,200Overdue
- Contact in HighLevelNoah GrantContact tagoverdue
Every step runs on its own, on each sync.
How it works
From an invoice in Xero to a workflow in HighLevel
What happens on every sync, and where your team takes over.
- 1In Xero
Your contacts reach HighLevel
- Xero contacts become HighLevel contacts with their names, company, email, phone and address.
- 2In Xero
An invoice runs late
- While one of the contact's Xero invoices is past due, the HighLevel contact carries the tag overdue.
- The tag goes again once nothing is past due.
- 3In Xero
The invoice is paid
- The contact gets the tag customer once they have paid an invoice, and keeps it.
- 4In HighLevel
Your workflows take over
- Start a reminder sequence on overdue, a thank you or review request on customer, or an upsell once somebody has become a customer.
- All of it built in HighLevel, the way you build any workflow.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, Xero into HighLevel
Switch on the payment tags on the Specific filters step; they stay off until you do.
- The setup opens, filled inXero and HighLevel are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick how far the contact list should go.
One way or both ways
- For teams whose customer list lives in Xero.
- Every Xero contact reaches HighLevel, with its payment tags.
The tags work both ways. When the integration starts in HighLevel, contacts have to sync both ways for the tags to arrive.
What you decide
Which contacts
Everyone, or only contacts Xero counts as customers, so leads stay out of your HighLevel workflows.
Also works with
Not on Xero?
These systems can tag your HighLevel contacts by payments and finished jobs too.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with Xero and HighLevel and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.