Customers of Insightly CRM and customers of Xero accounting software are familiar with the benefits that great cloud-based tools bring to their small businesses. With better collaboration and easily accessible customer information, people are saving time, earning more business, and staying on track.
Our new Xero integration can help you raise your productivity even higher by letting you view Xero information in Insightly, copy data between both applications, and create invoice drafts directly from your CRM.
By activating the Xero integration, you’ll be able to view invoices, bills, and summaries on the Xero subtab in Insightly under any contact, organization, opportunity, or project.
Your Insightly administrator can set up the integration with Xero through the system settings on your account, and you can even designate which of your Insightly users will have access to this information. We have articles on our support site to help you get started and learn all about these new features, so if you’re a Xero user, set up your integration and bring your CRM and accounting software together.
You’ll love your CRM with beautiful accounting software. You’ll love Insightly + Xero.
