Features
Accreditation management
Revolutionise accreditation.
Automations
Supercharge your workflow.
Calls
Manage & record calls with ease.
Case management
Streamlined case management.
Circles
Everyone sees what they need.
Contacts & Profiles
The perfect database.
Dashboards & Reporting
See and understand your data.
Documents
Faster, smarter, branded documents.
Email campaigning
Emails that reach the inbox.
Events
Event management.
Finance
Finance made easy.
Forms
Forms people will fill out.
Integrations
Connect, sync, and streamline.
List Builder
Built targeted lists with ease.
Login Portal
A seamless member experience.
Maps
Your data on a map.
Pipelines
Streamline your sales process, close deals.
Projects
Projects that will manage themselves.
SwiftFox AI
Empower your organisation.
SwiftFox Gov
Your knowledge hub for government.
SwiftFox Websites
Truly showcase your organisation.
Task management
Tasks your team will love completing.
Text messaging
Engage anywhere with texts.
Industries
Associations
How associations use SwiftFox.
Unions
How Unions use SwiftFox.
Charities
How charities use SwiftFox.
Chambers
How chambers use SwiftFox.
Professional Services
How professionals use SwiftFox.
Campaigners & Changemakers
How campaigners use SwiftFox.
Membership
How memberships use SwiftFox.
Not-For-Profits
How not-for-profits use SwiftFox.
Academy
Resources
Academy
Watch step-by-step tutorials on using SwiftFox.
Data Security
Data security is our number one priority.
FAQs
Our answers to frequently asked questions.
About us
Learn about our journey and mission.
Blog
The latest insights from our team.
Policies
Everything you need to know.
Comparison Library
See how SwiftFox compares to other CRMs.
Platform capabilities
Explore everything SwiftFox can do.
Development roadmap
Curious what’s coming to SwiftFox?
Service status
Live updates on outages and incidents.
Website themes
Themes available in SwiftFox Websites
Pricing
Log in
Request a Demo
Academy
Xero Intergration
Xero Intergration
Welcome to your SwiftFox Academy
Lesson Plan
Course Plan
Xero & XPM integration
016-08 Xero Integration
Not started
In progress
Complete
Xero & XPM integration
016-09 Xero invoices in SwiftFox
Not started
In progress
Complete
Xero & XPM integration
016-10 Send SwiftFox invoices to Xero
Not started
In progress
Complete
Finance
016-13 Xero tracking codes
Not started
In progress
Complete
Xero & XPM integration
016-12 Sync contacts between Swiftfox and Xero
Not started
In progress
Complete
12
lessons
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min
Finance
Begin course
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Feeling lost or need some help?
Contact Support
Contact
Features
Accreditation management
Revolutionise accreditation.
Automations
Supercharge your workflow.
Calls
Manage & record calls with ease.
Case management
Streamlined case management.
Circles
Everyone sees what they need.
Contacts & Profiles
The perfect database.
Dashboards & Reporting
See and understand your data.
Documents
Faster, smarter, branded documents.
Email campaigning
Emails that reach the inbox.
Events
Event management.
Finance
Finance made easy.
Forms
Forms people will fill out.
Integrations
Connect, sync, and streamline.
List Builder
Built targeted lists with ease.
Login Portal
A seamless member experience.
Maps
Your data on a map.
Pipelines
Streamline your sales process, close deals.
Projects
Projects that will manage themselves.
SwiftFox AI
Empower your organisation.
SwiftFox Gov
Your knowledge hub for government.
SwiftFox Websites
Truly showcase your organisation.
Task management
Tasks your team will love completing.
Text messaging
Engage anywhere with texts.
Industries
Associations
How associations use SwiftFox.
Unions
How Unions use SwiftFox.
Charities
How charities use SwiftFox.
Chambers
How chambers use SwiftFox.
Professional Services
How professionals use SwiftFox.
Campaigners & Changemakers
How campaigners use SwiftFox.
Membership
How memberships use SwiftFox.
Not-For-Profits
How not-for-profits use SwiftFox.
Academy
Resources
Academy
Watch step-by-step tutorials on using SwiftFox.
Data Security
Data security is our number one priority.
FAQs
Our answers to frequently asked questions.
About us
Learn about our journey and mission.
Blog
The latest insights from our team.
Policies
Everything you need to know.
Comparison Library
See how SwiftFox compares to other CRMs.
Platform capabilities
Explore everything SwiftFox can do.
Development roadmap
Curious what’s coming to SwiftFox?
Service status
Live updates on outages and incidents.
Website themes
Themes available in SwiftFox Websites
Pricing
Log in
Request a Demo
Heading
Welcome to your SwiftFox Academy
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