Connect Xero to SkedX CRM to synchronize invoices, payments, and contacts with your accounting platform.
Reduce manual data entry, maintain consistent financial records, and give your team real-time payment visibility from the CRM.
What you get
- Invoice sync from CRM to Xero and vice versa
- Payment reconciliation updates in CRM
- Contact and organization data sync
- Multi-currency and tax configuration mapping
- Accounts receivable reporting with Xero data
Setup guide
How to get Xero working with SkedX CRM.
- Navigate to Settings > Integrations > Xero in SkedX CRM
- Click "Connect Xero" and authorize via OAuth
- Select your Xero organization
- Map CRM invoice fields to Xero invoice lines
- Configure tax and currency settings
- Start syncing invoices with Xero
Questions
How do I connect Xero with SkedX?
Connecting Xero to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Xero in SkedX CRM; Click "Connect Xero" and authorize via OAuth; Select your Xero organization; Map CRM invoice fields to Xero invoice lines; Configure tax and currency settings; Start syncing invoices with Xero. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Xero integration?
With the Xero integration you can: Invoice sync from CRM to Xero and vice versa; Payment reconciliation updates in CRM; Contact and organization data sync. Everything stays in sync with SkedX CRM.
When will the Xero integration be available?
The Xero integration is coming soon. It will connect Xero with SkedX CRM in the Accounting category.
