Xero Integration

Our accounting integration with Xero provides your team with greater accessibility to account information such as the customer’s purchase history...

Click on the settings icon and select ‘Accounting Link’. Click the ‘Accounting Application’ drop-down and select ‘Xero’. Click ‘Save’ then select ‘Connect to XERO’. Legrand...

Go to the Contacts module and select the contact. In the list of ‘Actions’, click ‘Create in Xero’ and ‘OK’ to confirm.

Go to the Contacts module and select the contact. Click ‘Create in Xero’ in the ‘Actions’ tab then ‘OK’. Once you have created...

Once you define your sync settings, click the ‘Sync’ tab available on the left sidebar. The sync function imports customers from Xero...

Once you sync data into Legrand Cloud CRM, you can view sales transactions for every customer and open detailed invoices....

Click on the Settings icon to open the administration panel and select ‘Accounting Link’ or click the Xero module in the top...

Define the Sync Settings A ‘Xero’ module should appear in the menu once you successfully connect Legrand Cloud CRM with...