01 — The problem
Accountants in Xero, sales elsewhere.
Invoices are raised in Xero by finance from emails sent by sales. Discounts and payment terms get lost, and sales chases customers who already paid.
The Xero API allows 60 calls per minute and 5,000 per day per organisation. Bulk syncs and store order volumes hit those limits quickly unless the integration batches and queues properly.
02 — What we build
What the engagement delivers.
Contact sync
CRM accounts and contacts mapped to Xero contacts with contact groups, payment terms and default tax rates.
Invoices and credit notes
Draft or authorised invoices raised from won deals or store orders, using the correct branding theme, account codes and tracking categories.
Payments back to CRM
Webhooks on invoice and payment events update the deal and account with status and outstanding balance.
Store order posting
Shopify or WooCommerce orders summarised daily or posted individually, with gateway fees and refunds handled as separate lines.
Tracking categories
Branches, sales teams or product lines mapped to Xero tracking categories so profit and loss can be split without spreadsheets.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Xero app connection and scopes
- Account code and tax rate mapping
- Tracking category design with your accountant
- Native connectors where they fit
Custom development
- Queued middleware within the 60-per-minute limit
- Daily summarised posting for high-volume stores
- Refund and fee handling
- Reconciliation report between CRM, store and Xero
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Integration code and hosting
- Mapping document signed off by your accountant
- Monitoring alerts to your email
- Replay tool for failed records
FAQ
Questions about Xero integration.
What are the Xero API rate limits?
60 calls per minute and 5,000 calls per day per connected organisation, plus a concurrency limit. We queue and batch requests to stay within them.
Should store orders be posted one by one or summarised?
Low volumes can post individually. High-volume stores usually post a daily summary per payment gateway, which keeps Xero clean and reconciles to bank deposits.
Can Xero tracking categories come from the CRM?
Yes. We map a CRM field such as branch or sales team to a tracking category option on every invoice line.
Does this work with Xero in the UAE?
Yes. Xero supports VAT returns for the UAE. We configure tax rates on the CRM side to match.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Xero integration with CRM & e-commerce.
We have started the message for you. Add what you run today and we will reply within one business day.