Xero
Xero is a cloud-based accounting software platform that provides small business owners and their advisors have access to real-time financial data at any time, anywhere, and on any device.
Xero is a cloud-based accounting software platform that provides small business owners and their advisors have access to real-time financial data at any time, anywhere, and on any device.
With the Copper x Xero integration, you can get a complete picture of your business, from the sales process to customer communications to invoices and payments.
View any Xero invoice from inside Copper
All open, paid and overdue invoices for any lead, contact or entire account is visible. You can even view the invoice number, due date, and balance total.
View invoice history in the activity feed
Any update from Xero on invoice status, payments and due dates get automatically synced into the activity feed so sales can filter down on past invoice history to learn more.
Sort invoices
Display invoices from Xero in Copper by Created Date or Last Modified Date.
To get started, head into Copper and click Settings > Integrations. Find the Xero tile and click “Connect.”
Frequently asked questions
Can’t find the answer here?
Chat with support.
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
[object Object]
If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
Try Copper free.
Instant activation, no credit card required. Give Copper a try today.
