Tribe + Xero: Complete ERP system geared for growth – Customize without compromise! 🚀

Connect your CRM with the cloud accounting platform trusted by 3.5 million businesses worldwide 🌍

Xero is the go-to accounting solution for SMBs across the UK, Australia, New Zealand, and beyond — and now it connects natively with Tribe CRM. This integration keeps your contacts and invoices perfectly in sync between your sales and finance systems, with multi-currency support and automated payment reconciliation built right in. Work smarter, not harder — let Tribe and Xero do the heavy lifting together. 💪

✨ Key Integration Benefits

🔄 Real-time contact synchronization Organizations and persons sync bidirectionally between Tribe and Xero via webhooks — the moment a contact is created or updated in either system, the other follows almost instantly, with a full daily re-sync as a safety net.

🧾 Near real-time invoice export Invoices created or updated in Tribe are pushed to Xero automatically within seconds — including all invoice lines. Your accounting team always works with up-to-date financial data without any manual effort.

💰 Automated payment status updates Payment information flows back from Xero into Tribe every night, so your sales team always knows which invoices are settled — right from within their CRM.

📊 Chart of Accounts & VAT mapping Xero's General Ledger Accounts and VAT rates are imported during setup and mapped directly to your Tribe configuration, ensuring every invoice is correctly coded and compliant from the start.

🏢 Flexible contact import Choose to sync contacts as organizations, persons, or both — including customers and suppliers — giving you full control over how your Xero data maps to your Tribe structure.

🔐 Secure OAuth 2.0 — no API keys needed Authentication is handled via a simple OAuth consent flow through the Chift platform. No technical configuration, no API keys to manage — just a secure, one-click connection.

🛠️ Requirements

Tribe Sales pack Active Xero account with admin access VAT groups and GL accounts configured in Tribe before first invoice sync