The Xero integration reduces double entry between CrocoClick and your accounting system by importing contacts from Xero and synchronizing invoices created in CrocoClick to Xero (main direction).

CrocoClick remains the business and invoicing engine, while Xero is the accounting reference.

What the integration does

Contacts

Xero → CrocoClick

• Active contacts in Xero are imported during setup.

• If an invoice is sent to Xero without a corresponding contact, Xero can automatically create the contact (according to matching logic, often based on email).

Invoices

CrocoClick → Xero

When an invoice is created and/or sent from CrocoClick, synchronization may include:

• The contact

• Invoice lines (name, quantity, price, discounts)

• Taxes

• Currency

• Statuses (depending on configuration):

  • Sent

  • Paid

  • Partially paid

  • Cancelled/void

Tax

• If the tax rate already exists in Xero, it is reused.

• Otherwise, it can be created automatically during synchronization, depending on your Xero permissions.

Currencies

• The invoice currency is transferred to Xero.

• If you use multiple currencies, check that your Xero plan supports multi-currency.

What the integration does not synchronize

• Receipts (according to current limitations).

• The Xero product/item catalog:
  lines are sent at the invoice level, without creating "items" in Xero.

Setting up the integration

Step 1: Connect Xero

1. Go to Settings → Integrations.

2. Open Xero and click Connect.

3. Authorize access in the Xero window.

4. Select the Xero organization to use.

Once connected, the integration will appear as Connected.

Step 2: Check the import of contacts

• Verify that the Xero contacts appear on the CrocoClick side (depending on your configuration).

• Confirm that matching (email) is working as expected.

Step 3: Test an invoice

1. Create a test invoice in CrocoClick.

2. Check that it has been created in Xero.

3. Check:

   • The lines

   • Taxes

   • The currency

   • The status

Best practices

• Use unique emails per customer to avoid duplicates.

• Check your taxes before sending a large volume of invoices.

• Always test with a low-value invoice before going live.

• Centralize business logic in CrocoClick and let Xero handle the accounting.

Troubleshooting

Invoice not synchronized

• Check that the Xero integration is properly connected.

• Check that the invoice is in a synchronizable status (e.g., "sent," depending on your settings).

• Check Xero permissions and the selected organization.

Currency issue

• Check that the currency is enabled in your Xero organization.

• Check that your Xero plan supports multi-currency if necessary.