Elevate financial management with integrated Xero data, empowering informed decision-making through Credit-IQ's analytics.

How to integrate Xero

Set up

In the ERP/Integrations tab, choose Xero from the drop-down list and click authorise Xero. A new window will open, asking you to log into your Xero account and allow access to Credit-IQ.


Click on ‘Synchronise Now’. Credit-IQ will automatically start pulling your customer and invoice data from Xero.


With all invoice data successfully synched, you can now start tracking your accounts receivable and setting up your workflows for your customers.