Xero Integration

How do I integrate with Xero?
Formitize CRM has a complete two-way integration with XERO. Management Portal > Settings cog > Integrate > Accounting Software > select Xero as ...
Fri, 15 Jul, 2022 at 4:45 PM
What is Xero?
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.
Fri, 15 Jul, 2022 at 4:45 PM
Why would I use Xero?
Xero would be used as your accounting solution you can manage your payroll, HR, billing expenses, cash flow tracking, GST, etc. Xero has incredible integrat...
Fri, 15 Jul, 2022 at 4:45 PM
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.
Fri, 15 Jul, 2022 at 4:46 PM
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...
Fri, 15 Jul, 2022 at 4:47 PM
Who can help me set up my Xero account?
For all Xero set up questions please contact Xero directly. 
Fri, 15 Jul, 2022 at 4:47 PM
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...
Thu, 21 Jul, 2022 at 3:02 PM
How do I remove my Xero integration from my Formitize account?
To remove your Xero integration from you Formitize Account in the Management Portal,Forms > Integrate > Profile > select the check box and Select D...
Fri, 15 Jul, 2022 at 4:49 PM