Xero Integration for Rise CRM

Connect Rise CRM with Xero using a structured, queue-based sync workflow built for better reliability, visibility, and control.

This plugin is designed for businesses that manage clients, invoices, and payments inside Rise CRM and want a practical way to sync accounting-related data with Xero while keeping a clear operational trail through queue processing and logs.

Main Features

Xero OAuth connection flow
Sync contacts from Rise CRM to Xero
Sync invoices from Rise CRM to Xero
Sync payments from Rise CRM to Xero
Queue-based processing for safer sync execution
Manual sync controls for supported records
Dedicated Sync Queue screen
Dedicated Sync Logs screen
Validation before enqueueing sync jobs
Duplicate sync protection
Entity mapping between Rise CRM and Xero
Client-side Xero Sync tab inside Rise CRM
Linux-hosting friendly plugin structure

Why This Plugin

Instead of pushing financial data blindly in the background, this plugin uses a queue-based workflow so you can see what is pending, what succeeded, what failed, and what needs to be retried.

That makes it better suited for real business use where accounting sync should be more controlled and easier to troubleshoot.

Supported Workflow

Sync client/contact
Sync invoice
Sync payment

This order is important because invoices depend on synced contacts, and payments depend on synced invoices.

Included Screens

Plugin dashboard with connection and queue overview
Xero settings screen
Manual sync panel / tab
Sync Queue screen
Sync Logs screen

Demo Video

https://youtu.be/o7ES-JVlOSQ?si=92Tf31LhDQSM4BiR

Demo Access

Demo URL: https://rise.rblxdrip.com/

Username: test@gmail.com

Password: test

Important Notes

You need your own Xero developer app credentials
Cron setup is required for scheduled queue processing
Payment sync requires an existing payment record in Rise CRM
Supported scope should be reviewed against your Xero app configuration

Best For

Businesses using Rise CRM with Xero
Agencies managing client invoicing workflows
Teams who want queue visibility and logs instead of hidden sync behavior

Support

Support includes installation guidance, setup help, and bug fixing for the included features.