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Xero is online accounting software for small businesses. Orderry is a CRM solution for SMB service companies. Together, they are a perfect combination for business growth.
Having these critical business apps linked together will give you a real-time view of all your sales and finances. With one click, you’ll be able to check payments, customer information, payroll expenses, taxes, and reporting.
A direct CRM and Xero integration will simplify your income and expense management processes, improve accounting data visibility, and save you time on manual data entry.
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Xero Integration FAQ
Orderry offers a direct integration solution to Xero business accounting software. If you have active accounts on both platforms, you can simply turn it on on the ‘Integrations’ page in your Orderry account. When it’s enabled, customer data, invoice details, taxes, and product lists will be synchronized automatically. Your sales team will know all the updated information about billing and payments with a single login.
Yes, you can. Before you do, enable the Xero integration in your account settings.
If you want to streamline your business operations, CRM and Xero integration is a must for your company. Here are just some benefits you will get from linking Orderry to Xero: