Integrate your Xero™ accounting information so all staff can make smart, informed decisions around how to interact with each client.
When a sale is made, and a financial account needed, simply tap “Link Xero …”.
Solve will provide an option to create a corresponding record in Xero, or link to an existing Xero account, and sync the client’s details over, eliminating double data entry.
Solve will continue to track the client’s Xero invoices and bills in real-time.
Enable the Xero integration in your account:
- Tap Settings > Xero
- Authorize Solve’s access to Xero
- Set the users who have access to the Xero CRM integration
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