Quickbooks/Xero Integration

Integrate to get billing info for CRM and Customer Service boards for clients, or to sync contacts.

Thanks @ted

We’ll include Quickbooks/Xero on the list of suggested integrations. :slight_smile:

And welcome to the Forum!

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Time line? Would love to pull contact/customer list from QBO.

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Hey @stone, this will not be added this year, sorry :frowning: We have a lot more high priority features and integrations. Did you try to make it work with Zapier?

@stefan - do ya’ll have any good videos showing how to make things work with Zapier? I’d love to start using it, but lost with how it’d all work well

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Hi @tiffany, thank you for asking!

We can share this video with you on how to integrate your email with Infinity. The same would apply to other integrations as well.

I hope that this can help! :slight_smile: