Xero CRM Integration

Use our Xero CRM integration to combine Capsule with Xero and get one complete view of your business, from capturing that first lead, right through to invoicing and payments.

The Xero integration keeps your customer data in sync and gives you an instant overview of invoices and estimates without ever needing to leave Capsule.

  • Add customers and suppliers directly to Xero

    Use Capsule to easily add customers and suppliers directly to Xero as they progress from initial enquiry through to a sale.

  • Only enter data once

    Capsule automatically keeps customer and supplier records in Xero up to date with Capsule so that you only need to change them in one place.

  • View invoice history and overdues

    Capsule includes a summary of invoices and overdue amounts right alongside the customer's details in Capsule to give you the full picture when you speak to them.

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Managing your finances in Capsule with Xero

You may start out with a simple spreadsheet but as your business expands you'll outgrow this and probably start looking for accounting software.

Connect Capsule to Xero to start seamlessly syncing your contacts and invoice information.

Requires a Xero account. Sign up for Xero