Looking for your own Xero developer account or app settings? Go to the official Xero developer portal. If you need a business integration built or fixed, you are in the right place.
An existing Xero app may be enough for a straightforward connection. A custom build can help if you have specific quote layouts, VAT rules or invoice approval steps.
Built on the Xero API
OAuth 2.0, credentials never stored
Milton Keynes, UK
Speak directly to our developers
Fixed quote first
No open-ended developer bills
CRM and Xero API Integration
If your team creates a quote in one system, retypes customer details into Xero, manually checks VAT, then later matches up the payment somewhere else, there is a better way.
We connect custom CRM applications or off-the-shelf software to Xero. We are an independent development team in Milton Keynes building on the Xero API, so invoice line items, tax codes, client contacts and payments move across with fewer manual checks.
What We Build
Invoice sync
Create draft or approved invoices from your CRM, website or portal.
Payment workflows
Connect Stripe, GoCardless, card, BACS or portal payments back to the correct Xero records.
Live dashboards
Show useful financial data on internal dashboards or office information screens.
Custom connectors
Bridge Xero to legacy databases, quote tools, e-commerce and internal systems.
How We Work
We start with a call about your requirements, send a written quote and test the connection before launch. Support is available afterwards.
Scoping call
A 20-minute call about the systems you use.
Fixed quote
A written quote explaining the work and price.
Build
We build on the Xero API and keep you posted.
Test
Tested with your invoices and customer records before launch.
Go live & support
We stay on hand after launch.
When a Custom Xero Integration Fits
A standard Xero App Store connector is often the sensible choice for a simple, standard workflow. Custom development becomes useful when the business rules, systems or checks do not fit what an off-the-shelf connector can safely handle.
- Quotes, invoice lines, tax codes or approval steps follow rules specific to your business.
- Customer, order and payment data must move through several systems instead of one simple pair.
- When details fail to move across, or duplicates appear, you need a clear record and an easy way to put things right.
ShipMyCar Case Study
ShipMyCar runs a high volume of car-shipping quotes, a customer portal and online payments. We connected their operational systems to Xero so quotes and payments flow straight into the accounts instead of being re-keyed by hand, cutting duplicate entry and giving the team financial data they can trust.
The team can manage bookings and payments without entering the same information in Xero again.
Access and security
We agree which Xero records the connection can access, keep a log of changes and make failed transfers visible.
- Xero access through official OAuth 2.0, so permissions are scoped and we never see or store your Xero password.
- Connections run server-side; failed syncs and duplicates are caught and logged, not left silent.
- Data handled to UK GDPR standards, with a clear audit trail of important actions.
Common Questions
Can you build custom Xero integrations?
Yes. We connect Xero to CRMs, websites, quote systems, payment tools, dashboards and internal processes so staff spend less time copying accounts data. We build on the official Xero API and stay on hand after launch.
What is a Xero API integration?
A Xero API integration is a secure connection that moves agreed data between Xero and another business system, such as a CRM, quote tool, payment provider, portal or custom database. It removes repeated entry while keeping the workflow and permissions under control.
How much does a Xero integration cost?
It depends on what you are connecting, so we do not quote blind. We start with a short discovery and scoping call, then give you a fixed written price and scope before any build work begins, so there is no open-ended developer bill.
How long does it take?
Most integrations are a matter of weeks rather than months, and simple ones are quicker. We give you a realistic timeline alongside your fixed quote, once we have seen what connects to what.
Is it secure to connect Xero to other systems?
Yes, when it is built properly. We connect through Xero's official OAuth 2.0 process, so we never see or store your Xero password. Connections run server-side with scoped permissions, failed syncs and duplicates are caught and logged, and data is handled to UK GDPR standards.
Do you only work with Xero?
No. Xero is usually one part of a wider workflow. We can connect your website, CRM, quote system, portal, spreadsheets, payment provider or internal database to Xero.
Can you fix an existing Xero integration?
Yes. We can inspect failed syncs, duplicate invoices, tax-code problems, missing contact links, poor reconciliation logic and unreliable third-party connectors.
Are you the Xero developer portal or account login?
No. IT Boffins is an independent UK Xero integration developer. Use the official Xero developer portal to create or manage your own developer account or app; contact us when you need an integration designed, built or repaired.
What would you like to connect to Xero?
On a free 20-minute call, we’ll discuss your systems, what you need transferred and whether we can help. We’ll then confirm the cost and timing in a written quote.
Arrange a free call