CubeCRM wins the work; Xero stays the book of record.
CubeCRM and Xero
Customers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record.
- Accounting
- No per-connector licence
- 01234 672 617
Your accounts should stay in the package your accountant knows, and a CRM should not ask you to change that. CubeCRM connects to Xero so that new customers are created once and shared, an accepted quote can raise a draft invoice without anybody retyping it, and invoiced sales, outstanding balances and overdue status flow back onto the customer record. The salesperson can see that an account is overdue before promising anything, and the finance team stops receiving customer details by email.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Both ways
Customers
Contacts and companies kept aligned in both directions, with one system nominated as master per field so nothing overwrites unexpectedly.
- Out of CubeCRM
Draft invoices from accepted quotes
An accepted quote can create a draft invoice in Xero with lines, tax rates and account codes already applied, for finance to approve.
- Into CubeCRM
Invoiced sales
Invoices raised in Xero shown on the customer record, so account managers see what each customer actually buys.
- Into CubeCRM
Balances and payment status
Outstanding and overdue balances flow back, so sales can see an account’s position before quoting.
How it behaves
The detail that decides whether it is actually useful
Syncs as it happens
Changes post promptly rather than in a nightly batch, and failures are visible immediately.
Failures that surface
A rejected post is queued, reported and retried rather than silently discarded.
Your account codes
Products and services mapped to your Xero account codes and tax rates during setup.
Credit position for sales
Overdue accounts are flagged on the customer record and on quotes, without giving sales access to Xero.
Setting it up
Three steps, done during setup
- 1
Connect via Xero’s standard OAuth flow - no credentials are stored by us and access can be revoked from Xero at any time.
- 2
Match existing customers between the two systems and map products and services to account codes. Usually an hour or two during setup.
- 3
Choose whether accepted quotes create draft invoices automatically or on request, and who approves them.
Questions
What people ask about this one
No. Xero remains your accounting system. CubeCRM handles everything before the invoice - enquiries, pipeline, quotes and the customer relationship - and shares the results.
Accepted quotes can create draft invoices, which finance approves in Xero as normal. Nothing is sent to a customer from Xero without your process being followed.
During setup we match existing customers between the two systems so they are linked rather than duplicated.
No. The accounting integrations are part of the platform. You need your own Xero subscription.
Related
Usually set up at the same time
- SageCustomers, won quotes and invoice history shared between CubeCRM and Sage accounting, with account balances visible to the sales team.
- QuickBooksCustomers, accepted quotes and invoice history shared between CubeCRM and QuickBooks Online, with balances visible to sales.
- CubeERPCubeCRM shares its data model with CubeERP. When you need sales orders, stock, purchasing or production, it is an upgrade on the same records - not a migration.
Xero
Check the Xero detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
