Xero

Get more power from your bookkeeping software by connecting Credit-IQ with Xero—no coding required.

How to integrate Xero

Set up

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

Synchronize

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

Success

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