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Accounting

Xero + CRMit

Keep your books up to date without double entry. Invoices, payments and contacts sync both ways, automatically.

● What you can do

One source of truth for your finances

Raise invoices in CRMit and have them appear in Xero — with payments and contacts kept perfectly in step.

  • Two-way sync of invoices & credit notes
  • Push payments through to Xero automatically
  • Keep customers & contacts aligned across both
  • Map nominal & tax codes once, then forget it
  • No more manual exports or re-keying
Xero invoice sync
Quick to set up

Connected in three steps

1

Connect Xero

Authorise CRMit with your Xero organisation in a couple of clicks.

2

Map accounts & tax

Match your nominal codes and VAT rates so everything lands in the right place.

3

Let it sync

Invoices, payments and contacts flow between CRMit and Xero on their own.

Good to know

Xero integration FAQs

Records sync continuously, so an invoice raised in CRMit shows up in Xero without you doing anything.

No — CRMit matches existing contacts and invoices so records stay clean on both sides.

Invoices, payments and customer contacts. You stay in control of the mapping for nominal and tax codes.

Works with

Pairs perfectly with

End the double entry for good

Book a demo and see CRMit and Xero stay in sync, automatically.