Add a CRM contact or company to ERP
Turn a CRM record into a billable ERP customer when you're ready.
Why it matters
Not every CRM contact should become a billable customer — only the ones you actually invoice. Keeping the two separate keeps your books clean and your CRM free of clutter, while one click bridges them when the time comes.
How it stays clean
Xentral matches on email and phone before creating anything, so you never end up with duplicate customers. Use Sync to push updated CRM details onto the linked Books customer whenever something changes.
Step by step
- 1Open the contact or company record.
- 2In the ERP & Finance card, click Add to ERP.
- 3Xentral links (or creates) a Books customer with no duplicates.
- 4Use Sync to push the latest CRM details to ERP anytime.
Tip
Not every CRM contact is an ERP customer — add them only when you start billing.