System Integration
Connect the tools your team already uses.
Tell us what you need. We’ll talk through the options and agree a price before starting work.
- Stop typing the same details twice.
- Your customer records, accounts and email staying up to date.
- Getting useful information out of old systems.
Connecting your software
We connect separate systems so staff do not have to move the same details by hand. A website enquiry can create a customer record, prepare a quote, update an email list and feed the right details into Xero.
Older Systems
If you use an older database or office system, we’ll check whether it can share data through an existing connection, export or report.
See some of our recent projects.
View recent work →Common questions.
Can you connect Xero to my CRM?
Yes. We often build links between customer databases (like HubSpot, Salesforce or a custom one) and Xero, so invoices and contact details stay in step automatically.
What if my software is old and hard to connect?
We can often still help by connecting to the database, exports or reports it already produces, then building a safer workflow around that.
Is it secure to link systems?
Yes. We use controlled access, encryption and clear permission boundaries so data only moves where it should.