Accounting Integration
Xero Integration
for FMCG Field Sales
Connect Lemmonade with Xero to sync companies, contacts, products, and sales orders. Built for breweries, distilleries, coffee roasters, and FMCG teams that want one source of truth across field sales and accounting.
The CRM that integrates with Xero for FMCG field sales
Why Connect Lemmonade with Xero?
Two-way company and contact sync
Import your Xero customers into Lemmonade in minutes, including multi-person contacts on a single account. New accounts created in the field flow back to Xero, so accounting and field sales stay aligned.
Bring your Xero product catalogue across
Pull your Xero inventory items straight into Lemmonade with prices and codes intact. Reps build sales orders from the same catalogue your accountant uses, with no rekeying.
Sales orders become Xero invoices
Orders placed in Lemmonade push to Xero as draft or approved invoices, depending on the sales order's status. Updates push through too. Finance reviews and sends, reps stay on the road.
Webhook-driven, not nightly
Customer and contact changes in Xero flow into Lemmonade via webhooks, near real-time. No overnight batch, no stale data on your accounts.
Multi-tenant friendly
If you run multiple Xero organisations (group structures, separate brands, holding companies), Lemmonade lets you pick which Xero tenant to sync with at setup.
Works wherever Xero works
Australia, New Zealand, UK, US. If your team uses Xero, Lemmonade plugs in. Multi-currency invoices are supported on Xero plans that allow it.
What Syncs Between Lemmonade and Xero
A clear picture of what moves where, so you know exactly what changes when you connect the two systems.
| Data | Direction | Sync |
|---|---|---|
| Companies (customers) | LemmonadeXero | Import on connect, then ongoing via webhooks |
| Contacts (multi-person) | LemmonadeXero | Maps Xero contact persons to Lemmonade contacts |
| Products / inventory items | XeroLemmonade | Import from Xero, including prices and codes |
| Sales orders → invoices | LemmonadeXero | Push as draft or authorised Xero invoice; updates also push through |
How FMCG Teams Use the Xero Integration
Breweries selling into bars and bottle shops
Your rep visits a bar, takes a reorder on their phone, and a Xero invoice is ready for finance before they leave the car park. Customer details added in the field sync straight to Xero, with no double entry or end-of-day spreadsheet.
Coffee roasters with recurring wholesale
Cafe places a weekly order in Lemmonade. The invoice lands in Xero, finance approves and sends, and roastery operations sees the order the same minute. Product catalogue stays consistent across both systems.
FMCG brands with field reps and a finance team
Reps log retail orders on their phones. Invoices flow into Xero in real time. Finance gets visibility into receivables without waiting on a Monday-morning reconciliation, and reps never see an accounting screen.
Frequently Asked Questions
Ready to connect Lemmonade with Xero?
Book a 15-minute call and we'll walk you through the Xero connection, import your existing data, and have your team taking orders into Xero by the end of the week.