Xero

Xero is a cloud-based accounting software platform that provides small business owners and their advisors have access to real-time financial data at any time, anywhere, and on any device.

With the Copper x Xero integration, you can get a complete picture of your business, from the sales process to customer communications to invoices and payments.

View any Xero invoice from inside Copper

All open, paid and overdue invoices for any lead, contact or entire account is visible. You can even view the invoice number, due date, and balance total.

View invoice history in the activity feed

Any update from Xero on invoice status, payments and due dates get automatically synced into the activity feed so sales can filter down on past invoice history to learn more.

Sort invoices

Display invoices from Xero in Copper by Created Date or Last Modified Date.

To get started, head into Copper and click Settings > Integrations. Find the Xero tile and click “Connect.”