Xero
Verified by FreshworksManage invoices for your contacts in the CRM by integrating with Xero.
Published by Freshworks(about over 6 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
What does this integration with Xero offer?
1. View contact invoices within the CRM.
2. Get a summary of total paid and unpaid amount for each contact, account, and deal.
3. Pin Xero invoices against your records in the CRM.
4. Search for your Xero invoice without having to leave the CRM.
1k installs
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1. Go to Admin Settings > Marketplace Apps.
2. Search for the Xero app and click Install.
3. Click the 'Connect to Xero' button. This opens up an authentication page for you to enter the credentials for your Xero account.
4. Enter your Xero credentials and click Sign In.
5. Upon successful sign in, you will be directed to an authentication page that requests you to allow access to the CRM account.
6. Click 'Allow Access'. You will be redirected to the Xero integrations page in the CRM. You can find the company name and the email address that has been used to integrate your Xero account.
7. Click 'Save' to activate the integration on the CRM.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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Version History
This is the first version. Release notes not yet available.