Yes we can offer a a few options such as a simple one-way sync from our CRM into Xero, or another option where we can pull an invoice from Xero back into our CRM - to be stored inside the contact's record.  Please see further information below: 

Option 1 - simple one way sync: 

We can set up a button inside a contact record that will push the contact profile details i.e. name, address etc into your Xero account – one-way.

How will it work?

When you create a new contact record or edit an existing one inside your CRM account and then click on the Update button we can link this to push up the updated contact details into your Xero account. 

This will only pull out the contacts profile information i.e. name, address, email etc not anything else.

Please note this feature will not provide 2-way sync between Xero and our CRM it is purely to push up contacts from our CRM database into Xero.

Cost to set up: 

One off fee of £250 + VAT to set this up. 

Option 2 - Ability to generate invoices inside Xero and pull these back into our CRM

Create the invoices in Xero and then pull these back into the relevant contacts record inside your CRM account.  This would be in a PDF document. 

We would also push contact updates from our CRM to Xero (one-way sync as described above in option 1– so that way you have the contact details available and we would know the Xero contact reference number so be able to associate the invoices back into the contact's record. 

Cost to set up:  

From £500 + VAT. 

Option 3 - Generate invoices inside our CRM

We could look at setting up the ability where an invoice is created inside your CRM account which would then feed over into Xero - and then pull back the generated invoice which would be in PDF format.   

The invoice would then be populated into the contact's record inside the History section. 

Cost to set up: 

To be able to quote on this service we would need to see some example invoices but as a guideline price to set this up would be around £750 + VAT, however this could be considerably more if complex so we would need to provide a quote depending on your requirements.

Please note: We can look and advise on any of the above based on specific requirements however please be aware any custom integration will have a one off cost associated to it so it would be advisable to know your budget to ensure we can provide a quote based on this guideline.

Please contact our support desk to discuss this service further.