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.

Michael McGovern avatar Joe Davenport avatar
37 articles in this collection
Written by Michael McGovern and Joe Davenport
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 Michael McGovern
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 Michael McGovern
Updated over a week ago

Import and export organizations from Xero

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Written by Michael McGovern
Updated over a week ago

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 Michael McGovern
Updated over a week ago

Use the Xero integration

How to post invoices, make links between organizations, and take payments
Joe Davenport avatar
Written by Joe Davenport
Updated over a week ago

Take payments when integrated with Xero

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

Troubleshoot your Xero integration

Some common error messages and how to resolve them.
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Written by Michael McGovern
Updated over a week ago