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Xero - EngageBay CRM Integration

Our CRM integration with Xero makes it simple to access customer's billing history, manage invoices and track payments directly from your CRM.

Marketing Automation Software
Marketing Automation Software

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

engagebay winner

Sync all your Xero contacts

Xero - Engagebay CRM integration automatically keeps your Xero contacts in sync with EngageBay contacts so you never miss any customer. Just add the Xero widget, enter the credentials and EngageBay CRM will handle the rest.

Create and manage Invoices

Create and manage Invoices

Create new Invoices, send them to customers and track payments, all from your EngageBay CRM system. Xero integration with EngageBay helps you view all the invoices and payments for each contact in the contact detail page so you have all the necessary details in one page.

Create new Invoices

Monitor Payments for Invoices

View the Invoices and track if the payments have been cleared for every contact. Send an automatic reminder or create a followup task from the CRM directly to send payment reminders and track them as well.

Monitor Payments for Invoices

Access complete billing history

View every invoice for the customer along with the payment status directly from the contacts page in the EngageBay CRM. Stay on top of your billing process and never miss a payment ever again.

Access complete billing history

Build a comprehensive billing system with our integration

Build a comprehensive billing system by integrating Xero with EngageBay's integrated marketing, sales and support software. Manage invoices, payments and have all the payment history for every contact on your fingertips in the CRM system.

Build a comprehensive billing system
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
testimonial by Santiago
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
testimonial by raymond
It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
testimonial by Gergely
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
testimonial by Ivana
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo

Xero - EngageBay CRM Integration Setup Instructions

1. Find and Add Xero Widget

Go to gadgets under preferences and connect the Xero gadget to appear in contact details

Xero configure

2. Login to Xero and provide permissions

Login to your Xero account by entering your login credentials. In the authorization page, select the organization you would like EngageBay to access and click "Authorise Application". After this step, your Xero - EngageBay CRM integration is good to go.

Login to Xero
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