Xero is a cloud-based accounting tool with plenty to offer: you can work in the same set of books regardless of your location or operating system, and it handles standard business and management reporting. You can also connect it to NotLuck CRM, keeping your CRM and accounting fully in sync to save time and keep compliance and reporting accurate.
Connecting Xero
Navigate to the Integration section inside your account settings, locate the Xero icon, and click Manage.
Once the module loads, click Connect to Xero.
Enter your credentials, then click Log In.
Connect your organisation and select a chart of accounts.
If the chart of accounts isn't visible, enable payments in the Xero Chart of Accounts settings.
Once you've connected the account, click Map Taxes.
Only matching tax rates can be mapped to each other.
All existing and new contacts in Xero will now auto-sync to NotLuck CRM during initial connection and on an ongoing basis. When you create invoices in your system, they appear in Xero instantly, with name, number, taxes, and real-time payment statuses kept in sync.