Does Juicy Goosey sync with Xero?

Yes. Xero OAuth connects at the organisation level in three minutes, then contacts, invoices, quotes and payments sync two-way. Mark a deal won and an invoice appears in Xero. Apply a payment in Xero and the CRM contact reflects it.

Does it work with Xero AU, NZ, UK, US?

Yes. All four regions plus Canada, Ireland and EU countries are supported. Regional tax handling (GST, VAT, US sales tax, HST/PST) applied per contact automatically. Multi-currency and foreign-tax treatment preserved on the contact record.

Is the contact sync two-way?

Yes. Contact changes in either system propagate. You can configure per-object direction if you prefer one-way. Common setup: contacts two-way, invoices CRM-to-Xero only, payments Xero-to-CRM only.

Does it handle GST, VAT and US sales tax?

Yes. Tax type per contact is set once and applied automatically. Australia and New Zealand GST, UK and EU VAT (including reverse charge), US state sales tax, and Canadian GST/HST/PST all handled. Xero's tax rates are respected.

Can I auto-generate a Xero invoice when a deal is Won?

Yes. Workflow automation has a Deal Won trigger that creates a Xero invoice pre-filled from the deal record. Configurable per pipeline: fire immediately, wait for kickoff, or stage for review first.

Integration: Xero

A CRM That Syncs With Xero

Juicy Goosey connects to Xero via OAuth and syncs contacts, invoices, quotes and payments both directions. Mark a deal won, an invoice appears in Xero. Apply a payment in Xero, the CRM contact reflects it. GST, VAT and US sales tax handled per region. Multi-currency supported.

Connect Xero How It Works

How The Xero Integration Works

Five steps. About 3 minutes end to end.

Step	What Happens
1. Connect	Xero OAuth at the organisation level.
2. Map fields	Contact, primary email, billing terms, tax type.
3. Choose what syncs	Contacts, quotes, invoices, payments, repeating invoices.
4. Pick direction	One-way or two-way per object.
5. Done	Deal won fires invoice, payment closes deal.

What You Get

Eight money-loop features once Xero is connected.

One Customer List Across Two Tools

Sales sees the same contact your bookkeeper sees.

Invoice and Payment Visibility

Aging receivables, paid invoices, all on the contact card.

Auto-Invoice on Deal Won

Configurable per pipeline: immediate, wait for kickoff, or staged for review.

Paid-Status Update in CRM

Reconciliation in Xero closes the deal in CRM.

Quote Generation

Send a Xero quote from the CRM, accepted quote becomes invoice.

GST / VAT / Sales Tax

Tax type per contact, applied automatically across regions.

Multi-Currency

Foreign-currency invoices flow back to the CRM with the original currency preserved.

Repeating Invoices

Subscription billing handled in Xero, status visible in CRM.

Workflows This Unlocks

Deal Won → Xero Invoice Auto-Generated
Quote Sent → Quote Status In CRM
Invoice Paid → Onboarding Sequence Starts
Invoice Past Due → Task Assigned
Customer Edit in Xero → CRM Record Updates
Monthly AR Report by CRM Segment

Regional Tax Handling

Xero covers a lot of jurisdictions. Here is what our integration supports natively.

Region	Tax	Supported
Australia	GST	Yes
New Zealand	GST	Yes
United Kingdom	VAT (incl reverse charge)	Yes
Ireland	VAT	Yes
United States	Sales Tax (state by state)	Yes
Canada	GST/HST/PST	Yes
EU	VAT (per country)	Yes
Other	OAuth where Xero supports it	Best-effort

Juicy Goosey Xero Integration vs Alternatives

Tool	Xero Sync	Two-Way Contact	Auto-Invoice on Won	Payment Status Back	Flat Pricing
Juicy Goosey	Yes	Yes	Yes	Yes	Yes
HubSpot	Via paid app	Yes	Limited	Yes	Per seat
Pipedrive	Via Zapier	One-way	Via Zapier	Via Zapier	Per user
Salesforce	Via AppExchange	Yes	Yes	Yes	Per user
Capsule	Native	Yes	Yes	Yes	Per user
Insightly	Native	Yes	Yes	Yes	Per user

For Bookkeepers and Advisors

If you run a bookkeeping or advisory practice on Xero Practice Manager, Juicy Goosey is the front-of-house CRM for client intake, retention and proposal tracking. We pair with Xero, not against it. Your practice stays in Xero, your client relationships live in Juicy Goosey, and the contact list stays in sync.

Frequently Asked Questions

Sister

Connect Xero In 3 Minutes.

Free 14-day trial. AU, NZ, UK and US ready. Multi-currency. Regional tax handling built in.

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