SmartXERO

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Seamless Xero Integration with Your CRM

+ One-off set up fee: £500
(based on standard set up)

+ One-off set up fee: $650
(All prices in USD, set up fee based on standard configuration)

+ One-off set up fee: $900
(All prices in CAD, set up fee based on standard configuration)

+ One-off set up fee: $1000
(All prices in AUD, set up fee based on standard configuration)

(Change currency)

About SmartXERO

Boost efficiency and accuracy with SmartXERO—your CRM and Xero in perfect sync.

SmartXERO connects Xero with your CRM for streamlined data synchronization. Eliminate manual data entry and ensure your contacts, invoices, and quotes are always up-to-date.

Key Features:

Two-Way Sync: Instantly sync data between Xero and your CRM, with updates reflected in both systems.
Sync Contacts, Invoices and Quotes: Keep customer and financial data consistent across platforms.
Custom Fields Support: Sync custom fields from your CRM to Xero for tailored data tracking.
Automated Matching: Match records automatically using your CRM details, eliminating manual efforts.
CRM ID & Xero Account Linking: Link CRM record IDs with Xero account numbers for seamless integration.

Select your CRM:

SmartXERO is the perfect solution for integrating Xero with Blackbaud Raiser’s Edge NXT (RENXT), keeping your donor data and financial records in perfect sync. Streamline your fundraising and accounting processes with ease.

Key Features:

Two-Way Sync: Automatically sync data between RENXT and Xero, ensuring real-time updates are reflected in both systems.
Sync Single Gifts, Pledges, and Recurring Donations: This will give your finance team a live visual of the money that is due to your organisation.
Contact Sync: Donor contact details in RENXT will always match Xero.
Custom Fields Support: Sync custom fields between the systems, allowing you to maintain detailed donor and financial information.
CONSTITUENT ID & Xero Account Linking: The RENXT constituent ID and Xero account number can robustly connect the system, ensuring a one-to-one relationship.
Import gifts to RENXT: You may have gifts recorded in Xero that are not in RENXT; these can be automatically imported onto the correct donor records.

Join Our Early Access Program

We are thrilled to offer you an exclusive opportunity to join our Early Access Program (EAP), that will allow you to integrate this app into Blackbaud CRM for free.

As an early adopter, you will:

Directly affect the application’s development, ensuring it meets your organisation’s unique needs.
Seamless Integration: Our system has already successfully integrated with other CRMs so that the process will be smooth and efficient, with minimal involvement from your team.
Collaborate with our team: Enjoy the support and collaboration of our friendly team as we work together to enhance your CRM experience.
In return, we would appreciate your honest feedback on the final delivery.

Join us on this exciting journey and enjoy a custom solution that better serves your needs.