Copper + Xero

Synchronise Copper with Xero

Info
Copper

Copper

Customer Relationship
Info
Xero

Xero

Accounting

Manage your Copper leads and contacts by integrating with Xero to manage accounting more easily.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can we pay invoices online with Xero?

Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.

Can I connect Xero directly to other accounting applications?

Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Xero offers user support and integration with a larger variety of systems, including ADP, Bill.com and Vend.

Should I have a Google Suite account to use Copper?

Yes, because Copper is designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact only if you're using Google Suite.

What other features does Copper offer?

You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Connect Copper and Xero

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Copper and Xero easily

Customer Relationship

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.

https://www.copper.com

Accounting

Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.

https://www.xero.com

Questions about the integration?

Request more info on Copper + Xero integration

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