Insightly is the #1 CRM for Small and Growing Businesses
Your invoices and bills live in Xero. Your prospect, customer, and partner information lives in Insightly. Now, the Insightly Xero integration gives you a complete picture of your business from early prospect communication, through the sales process to invoicing and payments. From Insightly you can specify which users have access to Xero information and your sales team can even create Xero invoices from Insightly. With a single operational and financial view of your customers, your new title might become Efficiency Ninja!
What is Xero?Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
How to use Xero with Insightly
1. Install Xero integration and manage user and team permissions in the “Integrations” section of Insightly System Settings.
2. Your team can now track Xero invoices and bills under the Xero subtab in Contacts, Organizations, Projects, and Opportunities.
3. Create new Xero invoice drafts right from Insightly and add new contacts to Xero with just a click. Learn more about how Xero works with Insightly here.
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“Love Insightly and Xero makes it even better. No more going to three different software programs to run our business. Thank you.”‐ Scott Neal, Shop Nebraska
“Xero integration with Insightly is incredibly valuable for helping support and sales staff understand the true $ activity with a client. The Lifetime and 12 month value snapshots really bring clarity to the activity levels of different clients. Great job.”‐ Sam Garden
“Love the seamless connection between Insightly and Xero, Great job to everyone involved. These innovations make it possible for other innovators to focus on what they are good at. The merger of Insightly and Xero was quite useful for our company as one team can clearly understand the financial standing of any given client at a glance. This has helped us streamline not only our internal production processes, but also boosted our client relationships.”‐ Miguel Walker