Integrating CircleLoop With Xero

Add the power of CircleLoop to Xero to streamline your workflows and simplify communication with customers and suppliers, leaving you more time to run your business.

What Does Xero Integration Do?

Getting Started - Installing the Xero Integration

Xero Contacts in CircleLoop

Configuring Xero Integration

Frequently Asked Questions

What Does Xero Integration Do?

Synchronise Contacts from Xero to CircleLoop

Import Contacts

The CircleLoop Xero integration imports contact information from your Xero organisation. This may take a few minutes if you have a large number of contacts.

As you add, update or remove contacts in Xero, those details will be synchronised with CircleLoop.

 

Log Call Details, Call Recording and SMS Messages to Xero Contacts

Export Call Details

When you make a call to a Xero contact through CircleLoop, information relating to that call is logged to Xero as a Note. Additionally, CircleLoop will update your Xero contacts with information about call recordings and SMS messages.

Call details logged in Xero against Contact

Make Calls Directly From Xero

Call From Xero

If you have the CircleLoop Chrome extension installed, you will be able to make CircleLoop calls to your contacts directly from Xero. Details of the call are then logged in Xero.

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Getting Started - Installing the Xero Integration

Navigate to the CircleLoop integrations menu by either:

Scroll to the Xero integration and click Install.

Xero Integration Click to Install

If you are not already logged in to Xero you will be prompted to do so.

Sign in to Xero

Xero will prompt you to select the Organisation which you wish to connect to CircleLoop.

Xero Select Your Organisation

You will then be returned to the CircleLoop integrations page and notified that the installation was successful.

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Xero Contacts in CircleLoop

CircleLoop helps you recognise which of your contacts were imported from Xero by tagging them.

Xero Contact in CircleLoop

By viewing a contact's details, you can navigate directly to their information in Xero by clicking View on Xero.

Xero Contact Details in CircleLoop

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Configuring Xero Integration

Once the integration is installed, you can choose which details you wish to log to your Xero contacts. To configure Xero integration navigate to the CircleLoop integrations menu by either:

Scroll to the Xero integration and click Configure.

Configure or Uninstall Integration

You can choose whether or not to log information to your Xero contacts about:

  • Call Recordings
  • SMS Messages
  • Call Activities

When you have made your selection, click Reconfigure.

Customise Your Integration

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Frequently Asked Questions

How do I disconnect CircleLoop from my Xero organisation?

To remove Xero integration, navigate to the CircleLoop integrations menu by either:

Scroll to the Xero integration and click Uninstall. After a few moments you will see a message notifying you that the integration was uninstalled successfully.

Note: Contacts that were previously imported from Xero will now be removed from CircleLoop.

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