Xero CRM Integration

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.