Customers & suppliers
Keep customer and supplier records aligned between Xero and CreataCRM.
Keep Xero for the books. Run CRM, sales, jobs and warehouse in CreataCRM.
CreataCRM links customers, sales and operations to Xero — so invoices, payments, contacts and items stay connected where your connector supports it.
Built for Australian businesses already running Xero.
Use CreataCRM for the relationship and the work — and push accounting documents to Xero when you invoice.
Sync customers and suppliers with Xero and keep the relationship history in CreataCRM.
Manage leads, quotes and sales orders — then send invoices to Xero.
Run jobs in CreataCRM, then invoice completed work through to Xero where supported.
Manage Xero items, fulfilment and purchase orders — POs can become Xero bills.
Use buyer behaviour insights to tag and campaign on the same customer record.
Show Xero items in a branded shop synced with prices and descriptions where supported.
Ask CreataAI about customers and automate follow-ups beside your Xero link.
Create quotes, orders, jobs and invoices in CreataCRM, then push accounting documents to Xero while retaining the full customer and sales history in CreataCRM. Payments continue as usual in Xero once the invoice is there.
One customer story from CRM through to Xero
Bring Xero customers and suppliers into CreataCRM so sales, jobs and support share one customer record — with invoice history and contact sync available when you need them.
Customers stay in CreataCRM — linked to Xero
Run the sales journey in CreataCRM from prospect to quote to sales order. When it’s time to invoice, send the document to Xero — payments stay business as usual in Xero while CreataCRM keeps the sales history. The Quote to invoice workflow is how that invoice is created from the quote.
Sale in CreataCRM — invoice through Xero
Schedule and deliver work in CreataCRM Jobs. When the job is complete, create the invoice in CreataCRM and send it to Xero where your connector supports it.
Jobs schedule in CreataCRM — invoice to Xero
Manage Xero items in CreataCRM Warehouse — track stock and purchase orders in your fulfilment workflow. Purchase orders created in CreataCRM can be sent to Xero as bills so payments stay in one place.
Fulfil in CreataCRM — bills and invoices in Xero
Use CreataCRM eMarketing on customers already in your CRM — including purchase habits linked to Xero sales data where available — so campaigns stay tied to what they’ve bought.
Marketing on the same Xero-linked customer record
With CreataCRM eCommerce, display Xero items in a branded online shop — synced with prices and descriptions where supported. Update a product once and let CreataCRM carry the change through.
Online shop items linked to Xero
Use CreataAI and automation on the same customers you sync with Xero — so follow-ups, summaries and workflows sit beside your accounting link, not in a separate silo.
Choose what syncs from Xero into CreataCRM. Supported features can differ by setup — your demo will show the connectors relevant to how you sell and invoice today.
Keep customer and supplier records aligned between Xero and CreataCRM.
Send invoices to Xero as the main path — payments and invoice history where supported.
Xero items available for sales, warehouse and ecommerce catalogues where synced.
Purchase orders from CreataCRM can be sent to Xero as bills where configured.
Feature support can vary by Xero organisation and CreataCRM setup. We demonstrate the paths that match how you sell and invoice today.
Xero sits at the end of the same CreataCRM platform — not a separate system your team has to re-enter into.
Book a personalised demonstration using Xero — and the CRM, sales, jobs or warehouse processes you run today.