Xero
Set up and management guides for your Xero integration
By Jessica and 2 others3 authors10 articles
Full integration capabilities for XeroUnderstand exactly what data syncs between your CRM and Xero, and in which direction.
Setting up integration to XeroConnect your Xero organisation to Prospect CRM and start syncing customers, products, orders and invoices.
Sync Xero tracking categories and account codesHow Xero’s analysis data flows into Prospect CRM, and how to get the most out of it.
Hints and tips when setting up XeroPractical advice for configuring your Xero organisation so the CRM integration works smoothly from day one.
Xero two-way syncUnderstand exactly what Prospect CRM pushes back to Xero, and what it doesn’t.
CRM and Xero integration FAQsCommon questions about how Prospect CRM and Xero work together.
Obsolete Products in XeroMark old, inactive products as inactive and obsolete in Xero and CRM
Set up Secondary Integration to Xero or QuickBooks for Aged ReceivablesSet up your secondary integration to either Xero or QuickBooks for Aged Receivables.
Adding Xero as a Secondary ConnectionHere's how to add Xero as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
Setting up Integration to XeroIt's quick and easy to set up integration to Xero, one of our Cloud Accounting System partner Apps. Let us show you how...