// POS, CRM & Xero System Integrations
Make your systems talk to each other.
Your POS, CRM, accounting package, phones and job system should work as one system, not five islands with manual double entry in between. I build the bridges: off-the-shelf connectors where they exist, custom APIs where they don't.
Double data entry, abducted. Caller details on screen before you pick up. Invoices that raise themselves. Your software finally co-operating like it was sold to you in the brochure.
- POS, e-commerce and inventory integrations
- CRM and accounting sync (Xero, MYOB and more)
- Phone system integration, caller details on screen before you answer
- Custom APIs and middleware where off-the-shelf connectors don't exist
- Eliminate double entry and the errors that come with it
// POS to Xero or MYOB
POS to Xero or MYOB: the connector that ends double entry.
The till knows what sold today. The accounting file needs to know too, and in most small businesses a person carries that number across by hand every night or every week. That is the job a connector does, and it is a scoped fixed price from $1,650.
- What syncs. Daily sales totals or individual invoices, the payments against them, and inventory movements, pushed from the point of sale into Xero or MYOB on a schedule. The bookkeeper reconciles instead of re-keys.
- What breaks, and gets fixed first. Tax codes that do not match between the two systems, so GST lands in the wrong place. Items and payment types mapped to the wrong accounts. Duplicates, because someone kept entering sales by hand after the connector went live. Every one of these is a mapping decision, and they are made in writing before the first sync.
- How it goes live. Audit both systems, agree the mapping, run the connector alongside the manual process until the two sets of numbers reconcile, then switch the manual entry off. Not the other way round.
- E-commerce and inventory too. The same approach connects an online store to stock levels and the accounting file, so a sale on the website and a sale at the counter come off the same inventory.
// Phone to CRM
Phone to CRM: caller details on screen.
A screen-pop matches the incoming number against your customer records and opens the record before you pick up. The person answering knows who is calling, what they bought and what the last conversation was, and the call is logged against the record when it ends. Scoped fixed price from $1,100.
- Built on the hosted PBX. The phone system on the VoIP page runs off-site, with the same extension on a desk handset, a laptop and a mobile app, so the screen-pop follows the extension rather than the desk. Extensions are from $33 per month and your existing numbers are ported across.
- Call logging and recording. Every call becomes an entry on the customer record with the time, the direction and who took it. Where call recording is switched on, the recording sits beside the note, which is useful for quotes, disputes and training.
- Where the CRM does not have a phone connector. If your CRM has no ready-made link to the phone system, the middleware below fills the gap, and you are told which situation you are in at the free systems audit rather than after the invoice.
// No connector
When there is no connector: custom API and middleware.
Off-the-shelf connectors cover the popular pairs. The moment one side is a niche industry package, an older system or something built for you years ago, the connector does not exist and somebody has to write it. That is a custom API or middleware build from $5,500, scoped fixed price.
- Custom only where you are different. The rule from the bespoke page applies here: bespoke code for the genuinely unique logic, commodity tools for everything around it. There is no sense hand-building an invoicing system when a proven one exists and only needs connecting.
- Middleware in the middle. A small service that sits between the two systems, speaks to each in its own format, keeps a log of every record it moved, and retries when one side is down. When either vendor changes something, the fix lives in one place.
- Lighter jobs cost less. Not every problem needs a build. A workflow automation between existing systems is from $2,750 on the AI and automation page, and you are told which one you need before any code is written.
- Documented and owned by you. The code, the credentials and the documentation are yours. No vendor hostage situation and no licence ransom three years in, and because I built it, I can support it for life.
- Monitored, from $110 per month. An integration that stops quietly is worse than one that never existed, because everyone assumes the numbers are still moving. Monitoring watches for a sync that has not run, a login token that expired, a vendor changing its API, and a queue of records building up, and the alert lands in the same monitoring that watches everything else I run.
// Clean data first
Data migration and clean-up first.
Connecting two systems that hold bad data gives you bad data in two places, faster. Integrations usually start with a clean-up, and the spreadsheet that quietly became a database is a common place to begin. Data migration and clean-up is a scoped fixed price from $1,650.
- Duplicates. The same customer three times with three spellings, and three different balances. Records are matched, merged and given one identity before anything syncs.
- Tax codes and accounts. The GST treatment on every item and every account is checked against the accounting file, because a wrong code copied into a thousand records is a problem for your accountant at BAS time, not for the software.
- The spreadsheet that runs the business. It usually lives on one person's desktop and has never been backed up. Its columns are turned into fields, its rows into records, and the result lands in a system with a backup behind it.
- Exact where the digits matter. Figures pulled from born-digital PDFs such as invoices and statements are extracted character for character with no AI in the loop and no chance of a hallucinated number. Sensitive documents are processed on a local model, so the contents never leave the machine.
// Indicative pricing
What it roughly costs.
Real numbers, because "contact us for pricing" is code for "brace yourself." These are honest ballparks, your fixed quote comes after a free consult.
Indicative pricing ex GST at market rates +10%. Fixed quote after a free systems audit, bring your messiest spreadsheet, I've seen worse.
// Questions
Integrations, your questions answered.
Can you connect my POS to Xero or MYOB?
Yes. Connector setups like POS-to-Xero start around $1,650 fixed-price. We sync sales, inventory and accounting so you stop doing double data entry and the errors that come with it.
Can you make my phone system show customer details when they call?
Yes. Phone-to-CRM screen-pop integration (from $1,100) puts the caller's details on screen before you pick up, so every call starts informed.
What if there's no off-the-shelf connector for my software?
We build custom APIs and middleware (from $5,500) where ready-made connectors don't exist, so even niche or legacy systems can talk to each other.
What if our software has no API at all?
There is usually still a way, ranked honestly by how reliable it is. Best is a scheduled export and import, a file the old system can produce on a timer and the new one can read. Next is a database-level read where the vendor allows it. Last is screen automation that drives the application the way a person would, which works but breaks when the vendor changes a screen. You are told which one applies, and what it will cost to keep running, at the free systems audit.
What does integration monitoring cover?
Integration monitoring and support from $110 per month watches for the ways integrations fail quietly: a sync that has not run on schedule, a login token that expired, a vendor changing its API, and a queue of records building up on one side. The alert lands in the same monitoring that watches everything else we run, and what the monthly support covers is set out in the quote.
Do you clean up our data before connecting systems?
Yes, and usually first. Duplicate customers, mismatched tax codes and the spreadsheet that became a database all get sorted before anything syncs, because connecting two systems that hold bad data gives you bad data in two places. Data migration and clean-up is a scoped fixed price from $1,650, and you get the fixed quote after a free systems audit.
// Pairs well with
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