Formitize CRM has a complete two-way integration with XERO. Web Portal > Settings cog > Accounts > Integrate > Accounting Software > select Xero as your accounting package.

This will auto-populate your CRM with all Xero data including Customers, Suppliers, Invoices, Purchases, Line Items and Tax Rates. It is a very comprehensive integration that syncs all data between the two systems.

The synchronisation process between Xero and the Formitize CRM usually takes approximately 10 minutes.