Enterprise software & integrations
Xero Integration Services
Connect Xero with the systems that create customer and operational information. Britixo builds accounting integrations around clear record ownership, validation and reconciliation.
Reduce repeated entry while keeping finance in control
When customer details or approved work are copied between systems, small differences can become reconciliation problems. We start by identifying which records should be shared and which financial decisions require approval.
A useful first workflow may connect a customer record and an approved invoice, then make the relevant status available to the team handling the account.
Map the record, not just the field name
Xero’s Contacts API and Invoices API provide documented interfaces for these records. The supported operations and permissions need to match the proposed workflow.
We agree identifiers, customer matching, account codes, currencies and the treatment of changes. An integration must handle an existing record deliberately rather than creating a duplicate whenever a name differs.
Plan approval and reconciliation
Finance teams need to know which system created a transaction and how a failed or incomplete exchange is corrected. We define validation, approval points and a visible exception process with your team.
Typical scoping questions cover invoice creation, customer updates, payment-status visibility and reporting. Each direction of exchange is confirmed rather than assuming every field should synchronise both ways.
Authorise, test and support the connection
The organisation owner or authorised administrator approves access through the relevant provider flow. Credentials and access tokens should be handled through an agreed secure process.
Testing uses representative transactions, duplicates and rejected updates. The handover covers reconciliation, monitoring, ownership and the effect of later changes to either business system.
A development team behind the connection
Britixo has 200+ in-house developers, supported by a professional team across software, infrastructure and service delivery. We can connect your chosen capability with tailored applications, APIs, UK datacentre infrastructure and ongoing support.
We agree the workflow, permissions, acceptance checks and support responsibilities before implementation. Your existing systems and the connected provider’s requirements shape the final solution.
Questions about this service
Can Xero connect to an existing CRM?
We can assess the CRM’s API, customer identifiers and required accounting workflow, then agree the records and permissions involved.
Will the integration make accounting decisions automatically?
Approval and posting responsibilities are defined with your finance team. Automation follows the agreed rules and exception process.
Can we start with one workflow?
Yes. A focused connection, such as agreed customer and invoice records, can establish the mapping and operating model before further work is added.
Tell us what needs to work together
Describe the current workflow, the systems involved and the result your team needs. We will help identify a practical starting point, the access required and the responsibilities for delivery and support.