Formitize User Guide

Formitize CRM has a complete two-way integration with Xero.  In the Web Portal, go to Settings cog > Accounts > Integrate Software > select 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...

Utilising Xero as your accounting solution allows you to efficiently handle various tasks such as payroll, HR, expense billing, cash flow tracking, and G...

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. ...

Follow these steps in the same browser window (Chrome is preferred for all Formitize usage on a desktop) and don't open any new browser tabs until you&#...

If you have any inquiries regarding the setup of Xero, please get in touch with Xero's support team directly. 

Formitize can pull data in some MYOB formats. Web Portal > CRM > Reports > Invoices > apply your applicable filters and select the csv format fr...

To remove your Xero integration from your Formitize Account, in the Web Portal go to the Settings Cog > Integrate > Integration Profile > select th...

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.  ...