# Xero

> Customers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record.

**URL:** https://cubecrm.co.uk/integrations/xero

CubeCRM wins the work; Xero stays the book of record.

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.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)

## What syncs

- **Customers** (Two-way): Contacts and companies kept aligned in both directions, with one system nominated as master per field so nothing overwrites unexpectedly.
- **Draft invoices from accepted quotes** (Out of CubeCRM): An accepted quote can create a draft invoice in Xero with lines, tax rates and account codes already applied, for finance to approve.
- **Invoiced sales** (Into CubeCRM): Invoices raised in Xero shown on the customer record, so account managers see what each customer actually buys.
- **Balances and payment status** (Into CubeCRM): Outstanding and overdue balances flow back, so sales can see an account’s position before quoting.

## How it behaves

- **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.

## 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.

## Frequently asked questions

**Does CubeCRM replace Xero?**

No. Xero remains your accounting system. CubeCRM handles everything before the invoice - enquiries, pipeline, quotes and the customer relationship - and shares the results.

**Are invoices raised automatically?**

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.

**What if the same customer exists in both already?**

During setup we match existing customers between the two systems so they are linked rather than duplicated.

**Is there an extra charge for the integration?**

No. The accounting integrations are part of the platform. You need your own Xero subscription.

## Related integrations

- **Sage** - Customers, won quotes and invoice history shared between CubeCRM and Sage accounting, with account balances visible to the sales team. https://cubecrm.co.uk/integrations/sage
- **QuickBooks** - Customers, accepted quotes and invoice history shared between CubeCRM and QuickBooks Online, with balances visible to sales. https://cubecrm.co.uk/integrations/quickbooks
- **CubeERP** - CubeCRM 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. https://cubecrm.co.uk/integrations/cube-erp

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)