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Xero CRM Integration

The Xero integration allows you to keep your customers in sync and view invoice details along side customer info in Capsule.

Setting up the Xero integration

Xero is a web based accounting solution. If you have Xero, you can link your Capsule account with your Xero account to enable seamless synchronization of customers and suppliers. You can also view invoice information for customers and suppliers such as dates, amounts and overdue amounts all from within Capsule.

If you don’t already have a Xero account then sign up for one now at xero.com.

To setup the integration is very simple

  1. Go to the Account Settings Integrations Xero.
  2. Click the button to Connect to Xero
  3. You will now be asked to log in to your Xero account to give Capsule access to your Xero account. Once this is done you will be brought back to Capsule and you’re all done.

All Xero contacts with non-draft invoice will be synced with your Capsule contacts. Those who don’t already exist will be added and those who are already in your Capsule account will be linked to the correct contact in Xero.

If you want to update a contact’s details just make the change in Capsule. Once a contact is linked with Xero when you save changes to a contact in Capsule those changes will be pushed out to Xero for you automatically. So you only need to apply your changes in one place.

Alert

Customers on the Teams plan for Capsule should note that new contacts added to your account from Xero will be Unassigned and therefore visible to all standard users in the account. You can learn how to assign the contacts to a team here.

Exclude supplier invioces

If you’d prefer to not share supplier invoices with your staff then it might be a good idea to exclude the supplier invoices from being displayed in Capsule.

To do that, go to the Account Settings Integrations Xero, check the box to exclude supplier invoices and click Save.

Note

Supplier contacts will still come through to Capsule however their invoices will not be visible.

You can enable a link in Xero to open a contact’s details in Capsule. This is a one time set up in Xero. 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.

  • To find out more about Xero and to sign-up for a free 30-day trial, visit www.xero.com

Deleting a contact

If you delete a contact in Capsule which is linked to a contact in Xero, the contact in Xero won’t be deleted. Instead at the next sync per the integration, the contact will be re-created in your Capsule account. Instead if you want to remove a contact in Xero you are best to delete it in Xero first and then delete it in Capsule if you don’t want to keep it in Capsule either.