Xero is an accounting software that simplifies the handling of payments and associated tasks. Integrating Xero with Freshworks CRM allows sales teams to view billings and invoices from within the CRM.

ARTICLE NAVIGATION

 

Who can configure this?

All Freshworks CRM Admins with an active Xero account can enable this integration.


Note: The Xero integration with Freshworks CRM is an account-level integration. It can be configured to allow flow of information from Xero to Freshworks CRM.

 

What does the Freshworks CRM Xero integration offer? 

  1. View contact invoices within Freshworks CRM

  2. Get a summary of total paid and unpaid amount for each contact, account, and deal

  3. Pin Xero invoices against your records in Freshworks CRM

  4. Search your Xero invoice without having to leave Freshworks CRM

How to integrate Xero with Freshworks CRM?

  1. Go to Admin Settings  > Marketplace Apps > Xero
    Note: Only users with Admin access to the Freshworks CRM account can configure a Xero integration.

  1. Click the Install button and in the page that appears, click Connect to Xero

  1. Fill in your Xero credentials and click Sign In.

Upon successful sign in, you will be directed to an authentication page that requests you to allow access to the Freshworks CRM account.

  1. Click Allow Access. You will be redirected to the Xero integrations page in Freshworks CRM. You can find the company name and the email address that has been used to integrate your Xero account.

  1. Click Save to activate the integration on Freshworks CRM.

 

How to use Xero inside Freshworks CRM?

 

Xero can be used in the following manner:

Accessing invoice from Freshworks CRM:

  1. All invoices related to a given Contact is listed in their respective details page.

  2. Go to the Contacts module. Click on the record whose invoice you want to view.

  3. Scroll down to the integrations section: 

 

Note:
1. Invoices are listed only for those contacts who are customers in Xero.
2. By default, all the open invoices are listed.
3. The most recent invoices are listed on top.

 

Customising your Xero integration view

 

You can use the following functions in your Xero integration:

Function

Description

Search box

Use this to search for specific invoices by the invoice number for that particular record.

Filter by date

Use this feature to list all invoices with Invoice date during a particular time of the year. Once you enter the start and end date, click Apply to see the filtered results.

Total paid and Total unpaid

These two boxes show the gross amount that’s been paid and the amount that is as of yet unpaid by the Contact. Click the boxes to get a list of all paid and unpaid invoices.

Pinned Invoices

Bookmark an important invoice for your quick reference by clicking the pin icon. Find the pin icon to the left of every invoice. On choosing the Linked Invoice view, you can list all these pinned invoices. You can use this more like a priority filter view.

Saved views

A list of five saved views that helps you skim through a filtered set of invoices.

  • Paid: Balance = 0 and Status= Paid

  • Unpaid: Balance > 0 and Status = Open or Overdue or Partially Paid

  • Open: Balance > 0 & Due date > Current date

  • Overdue: Balance > 0 & Due date < Current date

  • Pinned: Invoices that are pinned to your Contact

 

Interpreting the list of invoices

The following are the details that are available for each invoice—

  • Invoice number (Clickable. Takes you to the invoice’s detailed view on Xero)

  • Invoice date

  • Invoice type

  • Balance

  • Total

  • Status(paid or unpaid). 

This is filled or empty based on the data that’s seen in Xero. 

Payment notifications

If any paid invoice is processed as part payments, i.e:payment done in installments, then a Payments link is visible next to the corresponding paid invoice status field. Hover over this link to know the date, amount and payment number of each of the installments. You can also see the number of installments that’s been paid from the status field. 

Frequently Asked Questions

How do I disconnect from Xero?

To disconnect from Xero, go to Admin Settings > MarketplaceApps > Xero and click on ‘Remove.’ This disables the integration between your Freshworks CRM and Xero accounts. 

What are functionalities not offered by the Freshworks CRM and Xero integration?

The Freshworks CRM Xero integration supports only one-way sync. This means that the direction of information is from Xero to Freshworks CRM. Users can receive updates from their Xero application in Freshworks CRM. This means they will not be able to do activities such as raise an invoice from their Freshworks CRM application. They will only be able to view an invoice that is created in Xero

The data sync between Freshworks CRM and Xero is real-time.