Xero Integration with CRM

Xero Integration

Integrate with Xero to maintain accounting harmony. Ensure the process from clients won, to clients paid remains beautifully simple for your whole team.

SalesSeek product

Xero Product

Key Benefits

SalesSeek is where you collaborate, market and sell to your prospects. Xero is where you manage your billing and invoicing. In a similar fashion to Yin and Yang, the SalesSeek and Xero integration maintains harmony ensuring the process from clients won, to clients paid, remains beautifully simple.

Check and Search

The SalesSeek + Xero integration allows you check and search invoices for companies with the same name.

New Records

If an Organization doesn’t already exist, the add-on creates the company and begins logging invoices and history automatically.

New Records - Invoices

Xero will also create a draft invoice with the contact information and deal details provided in SalesSeek including currency and buckets.


Invoices display customer information, payment status and due date giving sales people the ability to spot problems before they occur.

Won Deals automation

When deals are Won we search for the contact in Xero, if the contact doesn’t exist they are automatically created.

Easy Navigation

Everything is seamless and you can navigate between the Xero invoice and the SalesSeek Deal with a single click.

How to connect Xero with SalesSeek

Take advantage of this free integration. Follow these simple steps to connect SalesSeek to Xero:

How to Connect Xero with SalesSeek

In SalesSeek click App Settings on the lower left.

How to Connect Xero with SalesSeek

Navigate your way to Integrations.

How to Connect Xero with SalesSeek

You will see a Xero icon and ‘Connect’ button. Click the connect button. A Xero pop-up will appear.

How to Connect Xero with SalesSeek

Using your Xero username and password, securely login to your account to complete the integration.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses. Find out more or try Xero Accounting Software for free.


What is SalesSeek?

SalesSeek is online sales and marketing software for growth-focussed businesses. For starters there’s Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring.

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