Glime CRM + Xero Connector in preview
The accounting system most Glime-sized companies outside North America already run — and the one whose API maps most directly onto a quote.
What the connector does
- An approved quote lands in Xero as a Quote, with its lines and net prices, and the approval that cleared it cited in the note
- When your buyer accepts, an invoice is queued in Xero and the payment link it replies with is shown to the buyer
- A signed contract is sent the same way; one still under negotiation is refused
- Order status and fulfilment come back; a price edited in Xero is flagged with both values, never silently applied
Who runs Xero
Dominant in the UK, Australia, and New Zealand and growing in the US; typically run by a company with a bookkeeper rather than a finance team.
How the connection works today
The Xero Accounting API (REST, OAuth 2.0) covers Contacts, Items, Quotes, and Invoices, and its webhooks fire on contact and invoice changes. That Quotes endpoint is the reason Xero is the cleanest fit on this page: the CPQ object survives the trip instead of arriving as an invoice.
Status: preview, not offered. Glime has a Xero connector in the product, tested on every change against a simulator of Xero's API, and it is not sold or recommended for a live company file yet: QuickBooks Online is being taken live first. Today the workspace export — every object, on any plan — and the REST API carry the order across; talk to us before connecting this one.
| Sends | approved quotes and signed contracts, landing as a Quote |
|---|---|
| When | the Send button on an approved quote; an invoice is queued when the buyer accepts |
| Brings back | order status and fulfilment, hourly, on demand, or on the vendor's webhook where it sends one |
| Connecting | an Admin pastes accessToken, refreshToken, tenantId |
| On a conflict | the ERP wins on fulfilment, Glime wins on price |
| Run against Xero | Not yet. Tested in CI against a recording client in Xero's API shape, never against a real Xero company |
All small-business ERP & accounting integrations →
Xero is a trademark of its respective owner and is used here for identification only. Glime is not affiliated with or endorsed by it. Integration depth depends on your plan and the hosted API roadmap — see developer docs. API details reflect each vendor's published documentation as of 2026; verify current surfaces with the vendor.
See it in the sandbox
The product is the demo. Open a live, read-only workspace — no signup — or start a free 14-day trial.