Risper CRM
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Xero Integration
Super Admin

Xero Integration

Premium Installed

Sync your CRM with Xero. Keep financials and customer data in one flow.

Accounting Integrations Installed
Overview

<p>Connect your CRM to Xero and eliminate manual data entry between systems. Customer information, invoices, and payments stay synchronized automatically.</p><p><strong>What you get:</strong></p><ul><li>Two-way sync between CRM contacts and Xero customers</li><li>Invoice data flows from your CRM to Xero without re-entry</li><li>Payment records update automatically in both systems</li><li>Reduce errors and save your team hours each week</li></ul><p>Set it up once and let it work. No ongoing configuration needed.</p>

📈 Proof of Impact Projected — based on typical results for teams like yours.
0%
Business growth
0 hrs/week
Time saved across your team
💰
+0%
Revenue uplift · /yr
🤝
+0%
Client retention
+0%
Client score
👉 Drag to match your team — see your results Team size: 10 people
Who benefits: Your teamClients
Features
  • Automatic customer and invoice sync
  • Fewer data entry mistakes and wasted time
  • Real-time payment reconciliation
  • Works with your existing CRM workflows
How It Works
1
Authorise Xero via OAuth.
2
Map client and financial fields.
3
Choose sync frequency (real-time or scheduled).
4
Monitor sync logs for any exceptions.
Benefits
One source of truth
CRM and Xero always show the same client and invoice data.
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