Xero Integration

Base offers an integration with Xero, the online account system. Start creating Xero Invoices directly from your Deals in Base - available with our Standard Snap Platform add-on. 

To enable the integration, go to Settings > Integration > Click on "Enable" under the Xero integration option. Please note, you will have to be an admin to set up the integration.

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You will be then redirected to Xero, where you'll be asked to provide your login and password in order to integrate your Xero account with Base.

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After logging in, you'll see the authorization screen. Click Allow access.

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After a moment, you'll be redirected to Base. Xero will now show Base CRM as a connected App under your Xero Settings:

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After you win a deal, which is then moved to the Won portion of Closed Deals, you'll see an option to Create an Invoice on the very top of this Deal's card.

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Clicking Create Invoice will display a popup window where you can specify the invoice details.

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And that's all there is to it – your invoice is now visible in your Xero account!