Xero CRM Integration

The Xero integration for Capsule is an easy-to-use and convenient solution to keep your customer data in sync. It gives you instant access to an overview of payment due dates, whether an invoice has been paid and any estimates provided. All of this is shown for your contacts without ever needing to leave Capsule.

• Add customers and suppliers directly to Xero

  The integration allows you to work from Capsule and add customers directly to Xero, following them from the initial enquiry right the way through to a sale. You also have the option to add your suppliers if you need to do so.

• Only enter data once

  Because Capsule is treated as the source for your contact data, it automatically keeps customer and supplier records up-to-date and syncs it to Xero. That means that you only have to update records in one place, minimizing the risk of mis-keying data and saving you valuable time.

• View invoice history and overdues

  You can access a summary of invoices and overdue amounts from within Capsule, right next to your customer records. This means you can prioritise your workload and have a complete picture available when you speak to them.