Solutions
CRM & Xero integrations
Connect sales, finance and job information so your team spends less time re-entering records and chasing updates. We assess your CRM, Xero and other systems, then design the available connections, record ownership and checks around the handovers you need.
Where it helps
Who it suits
Businesses re-entering sales, customer or job information across systems, or searching in several places for the latest update.
What it does
Reduce repeated entry and give teams consistent information for clearer handovers. We design the connections and record ownership around your business process.
What we need to assess
- Exact CRM, finance and job-system names, plans and supported interfaces
- The source of truth for each field and an example of a valid handover
- Authorised account access, finance reviewer and reconciliation requirements
Routine updates within agreed rules; exceptions flagged.
Example workflow
How it could work
A completed CRM sale could create a job record and finance reference automatically using agreed field mappings and validation rules, with missing or conflicting information routed for review.
01
Agree the field map
An accepted CRM sale is reviewed against the fields needed by the destination. Customer identifiers, amounts, tax treatment and record ownership are agreed before building.
02
Validate a proposed update
The connection checks missing fields and existing records, then prepares a draft or review item where the provider supports it. It must not silently invent finance details.
03
Approve and reconcile
An authorised person approves the permitted update. Record references and failures are available for reconciliation. Payments and material financial decisions remain with people.
Limitations & approvals
We check the available connections and agree access, validation and exception handling before implementation.
Read about permissions, checks and human oversight →Test before launch
Check provider interfaces before committing scope. Test duplicate customers, changed permissions, missing tax fields and repeated events with safe sample data. Verify the destination record and reconciliation path, not just a successful connection response.
Your proposal sets out the implementation, itemised price and ongoing support. Our Process explains subscriptions and how additional work is agreed.
See discovery, design, testing and support →Questions worth asking
Do you guarantee a CRM or Xero connection?
No. We assess API availability, provider plans, permissions, security, data quality and technical feasibility. Naming Xero describes an assessment topic, not a certified partnership or guaranteed integration.
Can an integration issue invoices or make payments?
Only supported, authorised actions within an agreed scope should be considered. Drafting a record, issuing an invoice and making a payment are different risk levels. Approval and finance ownership must be explicit.
What happens when a provider changes its interface?
Connections may need updates when providers change. Your maintenance agreement identifies the checks, alerts and recovery covered, and we agree any additional work with you.
A service, or part of a workforce?
Use this service for a focused need or connect it with other capabilities across your business. We design the combination around your goals, information and team.
Where could your business get time back?
Tell us where time gets lost, customers wait or information is hard to find. We’ll explore how AI support and connected workflows could help, and discuss a practical next step for your business.
Request a call and MindFish will follow up to arrange a time.