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Xero CRM Integration

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

What does the integration do?

Integrating Capsule to your Xero account will automatically add all your paying contacts from Xero into your Capsule account.

All invoice information in Xero is summarized in Capsule including;

  • Payment due dates,
  • Whether an invoice has been paid
  • Overdue amounts on the linked contact record in Capsule.

Once the integration is all up and running, Capsule will keep updating Xero with any changes you make, so you should always treat Capsule as your source of truth, eg if you update an address in Capsule, Xero will be automatically updated as well.

Lastly, new Capsule contacts can also be easily added to Xero when you are ready to raise an invoice.

Setting up the Xero integration

Steps to set-up the Xero integration

In Capsule, go to Account Settings Integrations Xero and click the button to Configure Xero. You will now be asked to log in to Xero to give Capsule access to your Xero account. The integration is now up and running.

An initial sync takes place from Xero to Capsule, uploading all the current payment and invoice information, as well as adding any contacts not already existing in Capsule; as explained here.

Note

If you are on Capsule’s Teams Editon

There isn’t a way Capsule can automatically assign a user/team to a new contact record when created from a new Xero contact. If you are using Capsule’s Teams plan to assign your contacts to different teams in Capsule, you will need to make sure to assign new contacts created from Xero to the correct team in Capsule. In the meantime, all users can view this contact. You can learn more on how to assign the contacts to a team here.

Separately you can enable a link in Xero that allows you to easily open a contact’s corresponding contact in Capsule. This is a one time set up in Xero that makes it really simple to navigate from Xero to Capsule.

Inside your Xero account, go to Settings General settings Custom Contact Links. Choose Add A Custom Link and enter Capsule as the name, and https://[ACCOUNT].capsulecrm.com/party/xero/{!CONTACTID} as the link definition.

Make sure to replace [ACCOUNT] with your own Capsule account subdomain.

Excluding supplier invoices

Suppliers can be treated differently to customers. If you’d prefer to not share supplier invoices with your users you can select to exclude their invoices from being displayed in Capsule.

Go to Account Settings Integrations Xero, check the box to exclude supplier invoices and click Save. The Supplier contacts will still show in Capsule but their invoices will not.

Features of the Capsule - Xero integration

What happens during the sync?

There are regular 2 hour syncs between Xero and Capsule. Where a Xero contact has at least one new authorised invoice (ie the invoice is not in draft), this contact will be uploaded into Capsule. This means a contact can be in Xero for some time and will only be passed through to Capsule when an invoice is authorised for the contact to pay. At this point:

  • If the contact doesn’t already exist in Capsule, a new contact will be created
  • Those that can be matched by name will be automatically linked.

Exporting contacts from Capsule to Xero

If you have a contact in Capsule not displaying any Xero information, and you want this contact in Xero, simply click on ‘Export to Xero’. This saves having to manually add this contact to Xero for billing.

Where an individual is linked to an organization in Capsule, it is expected you are wanting to invoice the organization not the individual. Capsule exports the organization, and the person record you are exporting from will be treated as the ‘Primary Person’ field in Xero. The following fields are populated in Xero from Capsule:

  • Name of organization
  • Primary Person (where export is from the person record in Capsule)
  • First Email address
  • Phone [Work]
  • Phone [Mobile]
  • Phone [Direct]
  • Phone [Fax]
  • Website/Social

You may have stored multiple addresses for a contact in Capsule and there are some rules on how addresses pass across to Xero:

A Postal address in Capsule will populate ‘Postal Address’ in Xero. If there is no Postal Address in Capsule then it’s the first address on the contact that is used in the ‘Postal Address’ field in Xero.

An Office address in Capsule will always go into the ‘Street Address’ in Xero. If there is no Office address in Capsule, the ‘Street Address’ in Xero will be left blank.

Note

The integration will overwrite addresses in Xero with those in Capsule. If the address in Xero is correct and the address in Capsule is incorrect, it’s important the address in Capsule in updated before enabling the sync to avoid losing the correct information.

Deleting and managing duplicates

Duplicates may occur because of the integration. If there is a slight difference in spelling of a contact between Capsule and Xero, the sync with treat the customer in Xero as new and create a duplicate contact in Capsule. If duplicates are accidentally created, you can merge them following the steps here. These need to be merged with the exact same name as what is stored in Xero, or Xero will continue to send the ‘new’ contact to Capsule.

Deleting a contact has to happen in both Xero and Capsule, in that order. Deleting a contact in Capsule first, without deleting the contact in Xero will mean that the contact will be added to Capsule again the next time the sync takes place. Because of this it is important to delete the contact in Xero and then delete it in Capsule.