Bpm'online to Xero Connector

Accelerate your business by integrating the leading CRM + BPM system with everyone's favourite accounting system.

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What is 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.

 

What is bpm'online?

Award-winning BPM + CRM system for marketing, sales and service to manage business processes across the entire customer journey on a single low-code platform

 

What does the Bpm'online to Xero Connector do?

Contact Synchronisation

Automatically synchronize your bpm'online Contacts and Accounts with Xero. No more double entering.

Contacts & Accounts

Contacts

Product Synchronisation

Synchronize the products in bpm'online with Items in Xero. See Xero stock level in bpm'online.

Products

Items

Invoice Synchronisation

​Draft the Invoice in bpm'online and push to Xero when ready to send. See the status of Xero Invoices in bpm'online.

Invoices

Invoices

One-Click from bpm'online to Xero and back

With one-click open Xero Invoice from bpm'online and bpm'online Contacts and Accounts from Xero.

Configurable

If you have custom fields or need to change any of the synchronisation fields, all can be done directly in bpm'online without any code.

 
 
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