Send invoice and contact data into Xero
Is it possible to send contact and invoice information from my CRM into Xero, i.e. to create new contacts in Xero and then create invoices from them from the CRM?
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Replies
In principle, yes. My client has a point of sale invoicing system, when they create a new customer on there, it is also created on Xero, and when they create a new invoice that is also sent to Xero. This is done using the API endpoints via some custom code, which is how your CRM would need to do it, unless that code is already present and just needs to be configured. I'm not sure whether you mean "your CRM" in the sense that it's the CRM system that you use, or one that you have written.