---
title: 'Xero + Ontraport'
url: 'https://www.staging38.commercient.com/product/xero-ontraport/'
date: '2026-06-19T11:28:43-04:00'
modified: '2026-06-19T11:28:43-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Xero to Ontraport, giving your team access to Xero data directly within Ontraport. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Xero and Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. With accurate ERP data in Ontraport, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Xero Payments to Ontraport Account Records
- Access Xero Branding Themes from Ontraport
- Sync Xero Credit Notes to Ontraport
- Import Ontraport Contacts as Xero Customer Contacts
- Connect Xero Quotes to Ontraport Deals
- Sync Xero Contacts to Ontraport Companies

## Why Commercient

### Territory and region alignment

Sync Xero customer region and territory data to Ontraport so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Xero Contact People to Ontraport Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Xero Contacts to Ontraport Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Xero Sales Orders, Invoices and Order History to Ontraport so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Xero

Xero is cloud-based accounting software for small businesses, managing invoices, bank reconciliation, expenses, payroll, customers and financial reporting.

## About Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

### Can Xero Branding Themes sync to Ontraport for sales quoting?

Yes, Commercient can sync Xero Branding Themes to Ontraport so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Xero data in Ontraport?

Commercient can support surfacing Xero data inside Ontraport views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Xero and Ontraport integration scoped and implemented?

Commercient scopes each integration project based on the customer's Xero and Ontraport configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Xero Sales Orders history sync to Ontraport account records?

Yes, Commercient can sync Xero Sales Orders history to Ontraport Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Xero and Ontraport?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.