Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from your Accziom deal flow.

Connecting to Xero or Quickbooks will allow you to import all your current clients into Accziom and keep these synchronised.

  1. If you change or add a new client record, Accziom will ask if you want to update the accounting platform.
  2. If you create new clients in your accounting platform, you can import them from the screens below.
  3. Accziom will send invoices directly via your accounting platforms
  4. We will automatically create the necessary accounts in your accounting platform


TABLE OF CONTENTS


Connect to Xero/QuickBooks


Click the connect button for either Xero or Quickbooks.

NOTE: You can only be connected to one platform. 

You will be redirected to either Xero or Quickbooks. You will need to log in and give the relevant permissions. 


  • Once you have allowed access, you will be redirected to Accziom. Please be patient. It takes a little while to import all your contacts. 
  • Once the import is complete, you are presented with the summary below. Here, you can import / export and resolve conflicts to synchronise the two platforms.
  • Once the platforms are synchronised, if you make a change or add a new client in Accziom the system will ask you to synchronise to your accounting platform.




We will create the following accounts in your accounting software.


LodgeiT Import Client

Extraction and Transferring client features.  A feature that involves extracting client data from LodgeiT, and import to Accziom's client record. 

Sample result after upload: