Xero - Agile CRM Integration

Track and manage payments, invoices & billing histories
Create invoices


Manage Invoices

Create invoices, send them to your contacts and track them, all from your Agile dashboard. Agile's Xero integration automatically shows you the list of invoices with itemized details in the contact pages within the CRM.

Track Payments




Invoice History

Track Payments

Monitor payments status from the Xero widget in the contact pages. Find out who hasn't paid the invoices yet and send them reminders.





See Invoice History

View all of the past invoices of your customers, along with itemized details, pinned to your contact pages with Xero Integration in Agile CRM.

Invoice History




Xero Add On

Integrate Agile CRM & Xero for a complete CRM Billing solution

Agile is an integrated Sales & Marketing suite with Contact Management, Marketing Automation, Web Analytics, Social Suite, Appointment Scheduling, Telephony and more. Xero Integration lets you manage your invoices, track payments and billing histories right from the CRM.




Xero Integration How-To




Setting up the Xero Widget

1. Locate Widget

Add the widget by clicking the 'Add/Manage' Widgets button in the contact detail page.

Locate Widget
Add Widget

2. Add Widget

Find the Xero widget in the Billing Tab and click '+Add' to add the widget to the app.

3. Login to Xero

Login to your Xero account by entering your login credentials and it takes you to the app authorization page.

Login to Xero
Authenticate Agile in Xero

4. Authenticate

Authenticate Agile CRM app in your Xero 'Authorise Application' page and select the organisation you need Agile to access, from the drop down. That's it!



Check the Xero CRM setup guide for more detailed instructions.



About Xero

Xero is easy to use online accounting software that’s designed specifically for small businesses.

xero crm integration


Related Links

FreshBooks CRM Widget

Freshbooks

Create and send invoices to customers and track their status right from the CRM with Agile's FreshBooks integration.
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Stripe Widget

Stripe

See customers' subscription details & payment histories right on contact pages in Agile & manage them with Stripe integration.
[Read more]

Agile CRM Blog

Agile Blog

Bringing your Xero data into Agile CRM provides numerous benefits to your sales and marketing team.
[Read more]

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