Xero Integration

How do I integrate with Xero?
Formitize CRM has a complete two-way integration with XERO. Web Portal > Settings cog > Accounts > Integrate > Accounting Software > select...
Fri, 3 Nov, 2023 at 9:34 AM
What is Xero?
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure. With accounting software that provi...
Wed, 26 Apr, 2023 at 10:13 AM
Why would I use Xero?
Utilising Xero as your accounting solution allows you to efficiently handle various tasks such as payroll, HR, expense billing, cash flow tracking, and G...
Wed, 26 Apr, 2023 at 10:15 AM
What does the Formitize / Xero Integration do?
Formitize will pull in all of your Xero invoices, your customers, your line items and tax rates will automatically be pulled in from Xero into the CRM. ...
Wed, 26 Apr, 2023 at 10:19 AM
What do I do if the Formitize / Xero integration breaks or stops working?
Follow these steps in the same browser window (Chrome is preferred for all Formitize usage on a desktop) and don't open new browser tabs: 1) Go to Xer...
Mon, 30 Oct, 2023 at 1:02 PM
Who can help me set up my Xero account?
If you have any inquiries regarding the setup of Xero, please get in touch with Xero's support team directly. 
Wed, 26 Apr, 2023 at 10:25 AM
What are the alternatives to Xero?
Formitize can pull data in some MYOB formats. Web Portal > CRM > Reports > Invoices > apply your applicable filters and select the csv format fr...
Wed, 26 Apr, 2023 at 10:37 AM
How do I remove my Xero integration from my Formitize account?
To remove your Xero integration from you Formitize Account in the Web Portal, Forms > Integrate > Profile > select the check box and Select Delete ...
Wed, 26 Apr, 2023 at 10:51 AM
I have duplicate Contacts after my Xero Integration. What do I do?
If you have duplicate contacts that have been brought over from Xero during the integration and delete them in Formitize, it will delete them in Xero.  ...
Fri, 25 Aug, 2023 at 10:26 AM