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

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

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