Xero Integration for Gold-Vision CRM

Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses.  By integrating both systems, users are provided with a complete view of your customers from within Gold-Vision.

Easy synchronisation

Synch Gold-Vison with Xero so you can manage your customers and suppliers from initial inquiry through to sale within your CRM. It’s easy to manage your invoices, track payments, and billing histories. With other features such as applying tax codes, product categories, and multiple currencies – you’ll never need to worry about duplicating data.

Single consolidated view

You’ll no longer need to wait to learn the health of your finances. Pull together all customer information into one consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM.

Simple quote creation

Create professionally branded quotes using customisable templates in minutes. Simply choose your inventory item, price, and send.

Best customer service

Integrating your CRM with Xero will take all your customer’s account information – such as sales history and pricing – and provide you with a complete customer view when speaking to them – offering them the best possible customer experience.

No need to re-key

With our Xero integration, you will eliminate time-consuming and error re-keying, which will allow you to concentrate on what you do best!

Our integration with Xero will allow for the following actions:

• Creating a new contact with Xero when you create a new account within Gold-Vision
• Gold-Vision quote will create a Xero sales invoice
• Search for Xero products within Gold-Vision
• Import your transaction history from Xero into Gold-Vision
• Import tax codes from Xero into Gold-Vision
• Import foreign currencies from Xero into Gold-Vision
• Import Xero account codes into Gold-Vision
• Below are two examples of how you can use the integration to streamline business processes

Customer Integration

Sales Process

Key Benefits of our Xero Integration

• Faster access to crucial information – your users can see information such as customer balances and sales transaction history in Gold-Vision.
• Avoid duplication of entry between systems – The integration will automatically synchronize customer data such as addresses and sites and even create Xero sales orders for you based on your Gold-Vision Quote.

Setting up the Xero Integration

To begin the setup your will need a Xero account, if you are new to Xero, sign up here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled, to set it up, simply follow the instruction on the Configuring the Xero Integration page.