Integrating CRM Invoicing with your Accounting Software : Formitize Help Desk

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Integrating CRM Invoicing with your Accounting Software Print

Modified on: Fri, 22 Apr, 2022 at 1:17 PM

Formitize CRM has a complete two-way integration with XERO.

You can set up your Xero Integration from the Management Portal quickly and easily.

Select Settings cog from the top menu bar.
Integrate
Accounting Software
From the drop-down, select Xero.
You will then be taken into your Xero Account to finish the Integration process.

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