Automated Sync Between Internal CRM and Xero Accounting

A fully automated financial sync that connects an internal CRM to Xero, eliminating manual data capture and ensuring real‑time accuracy for invoices, clients, and payments.

The problem

The client relied on manual capture of invoices, contacts, and payments in Xero, which caused delays, errors, and data mismatches across departments. They needed a seamless integration that kept their internal CRM and Xero perfectly aligned in real time.

What I built

• Developed a two‑way sync between the CRM and Xero for clients, invoices, and payments.
• Implemented secure OAuth2 token handling with auto‑refresh and error recovery.
• Built a background job system with retry queuing for failed API calls.
• Added detailed logging and reporting for full financial traceability.

Impact

• Eliminated manual financial data capture between CRM and Xero.
• Reduced reconciliation errors and improved financial reporting accuracy.
• Achieved real‑time visibility of client accounts, invoices, and payments.