For a company in the immigration consulting sector, we developed a two-way integration to automate financial data management. The Kommo and Xero integration not only accelerated invoice creation and processing but also improved collaboration between the sales department and accounting.
Problems Before the Kommo and Xero Integration
Previously, financial and commercial processes in the company were separated. Sales managers entered deal data in Kommo CRM, while accounting staff manually created invoices in Xero and then uploaded them to Kommo. This led to the following problems:
- Errors from manual data entry.
- Information duplication.
- Time lost transferring data between departments.
- No centralized storage of financial documentation.
These shortcomings prevented the company from efficiently scaling its processes as deal volume grew.
Solution: Two-Way Kommo and Xero Integration
The integration covered two core scenarios that automated key workflow stages.
- Automatic invoice creation in Xero
- When a specific event occurs in Kommo (transitioning to the “Payment Approved” stage), the integration automatically creates an invoice in Xero.
- All necessary data is passed to the invoice: client name, amount, currency, service description.
- After creation in Xero, the invoice is automatically attached to the corresponding deal in Kommo CRM and its status is updated. Managers can see the invoice status (paid, awaiting payment, etc.) directly in the Kommo interface.
- Creating a deal in the CRM when an invoice is added manually in Xero
- If an invoice is created manually in Xero (for example, at a client’s request, bypassing the standard sales process), the integration automatically creates a new deal in Kommo.
- The deal contains all data from the created invoice, enabling managers to immediately include it in their workflow.
Kommo and Xero Integration: Implementation Results
After the integration, the company achieved the following improvements:
- Reduced data processing time. Invoice creation became nearly instant, relieving the accounting team and enabling managers to close deals faster.
- Fewer errors. Eliminating manual data entry minimized the risk of human error.
- Process transparency. Financial documents are now accessible to both managers and accounting, simplifying collaboration.
- Improved client satisfaction. Fast invoice processing and clarity on financial matters strengthened client trust in the company.
Technical Aspects
Both platforms’ APIs were used to implement the integration. Triggers and webhooks were configured to ensure instant data exchange between the systems.
This case demonstrates how combining Kommo CRM with an accounting system can significantly improve a company’s internal processes and enhance its competitiveness.