Capium Integration with Xero image

Capium Integration with Xero

Did you know that Capium Integrates with Xero? Well, it does! Getting your data into Capium from Xero has never been easier.

Posted byCapium
onTuesday, 1 August 2023

You don’t need to do this with CSVs files; it's stress-free! Through our mobile application, bank feeds and collaborative dashboard, your data will automatically filter through to the right places in our Ecosystem, as well as through to our Accounts Production and Corporation Tax modules. 

Easy Direct Import from Xero into Capium

As Capium users, you can import directly from Xero into our Capium platform making things easier for you!

Easy Trial Balance from Xero into Capium

It's a simple and efficient solution for your clients who are using Xero - in just 4 simple steps! 

It's so simple that all you would need to do is:

  1. Open your Capium dashboard

  2. Navigate to your Accounts Production module

  3. Find the function - ‘Import a trial balance’ which is located under the client tasks

4. Switch mode to import to ‘Xero’ and then continue to import the trial balance.

Watch the video

Want to hear more about Capium? 

Why not speak with our team or email us at - or call us: 020 3322 5578.

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