Integrations

Extend Current RMS by integrating with other apps and services. Find out more about our integrations with Xero, QuickBooks Online, Adobe Sign, MailChimp, and more.

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35 articles in this collection
Written by Matthew James Finkel
Xero

How does the Xero integration work?

Post invoices & credits from Current RMS to Xero and maintain one database of organizations.
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Written by Matthew James Finkel
Updated over a week ago

Set up the Xero integration

Follow our step-by-step guide to enable the integration between Current RMS and Xero.
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Written by Matthew James Finkel
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Import and export organizations from Xero

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Written by Matthew James Finkel
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Additional notes about the Xero integration

Some additional notes about contact mapping, invoice numbers, and taxes between Current and Xero.
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Written by Matthew James Finkel
Updated over a week ago

Use the Xero integration

How to post invoices, make links between organizations, and take payments
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Written by Matthew James Finkel
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Take payments when integrated with Xero

Record payments or refunds against an invoice when using our Xero integration.
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Written by Matthew James Finkel
Updated over a week ago

Add a button to the Current RMS organization on your Xero contact page

Set up a custom link in Xero so that you can click through to the corresponding organization in Current quickly.
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Written by Matthew James Finkel
Updated over a week ago

Differences between the Xero and QuickBooks Online integrations

A brief overview of the differences between our integrations with Xero and QuickBooks Online.
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Written by Matthew James Finkel
Updated over a week ago

Troubleshoot your Xero integration

Some common error messages and how to resolve them.
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Written by Matthew James Finkel
Updated over a week ago