Sync Base CRM Data to Xero in Minutes

Last updated: June 17, 2025
Ensure Data Quality
Base CRM
+
Xero
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  • Customer Since:
    May, 2023
  • Customer Since:
    July, 2018
  • Case Study
    Customer Since:
    August, 2019
  • Customer Since:
    November, 2017
  • Customer Since:
    December, 2021
  • Case Study
    Customer Since:
    January, 2025
  • Customer Since:
    September, 2017
  • Customer Since:
    March, 2022

Table of Contents

  • About Base CRM
  • About Xero
  • Popular Use Cases
  • Xero's End Points

About Base CRM

Base is the industry's first Intelligent Sales Productivity Platform. Unlike legacy cloud CRM and Salesforce Automation systems like Salesforce, Base leverages big data, mobility and real-time computing to help sales teams close more deals faster, while providing sales leaders with unprecedented visibility into the sales pipeline and forecast. With remarkably easy to use yet powerful web and mobile apps, Base is designed for the way people work in today's organizations, allowing users to tap valuable sales and customer data anytime, from any device.

About Xero

Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.

Popular Use Cases

Bring all your Base CRM data to Amazon Redshift

Load your Base CRM data to Google BigQuery

ETL all your Base CRM data to Snowflake

Move your Base CRM data to MySQL

Bring all your Xero data to Amazon Redshift

Load your Xero data to Google BigQuery

ETL all your Xero data to Snowflake

Move your Xero data to MySQL

Xero's End Points

Xero Contacts

Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.

Xero Accounts

Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.

Xero Items

Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.

Xero Invoices

Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.

Xero Receipts

Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.

Xero Payments

Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.

Xero Reports

Review your most commonly viewed reports in Xero, and use data to improve your efficiency and gain actionable insight.

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