May 8, 2025

Connect Xero and Karbon to keep your client contacts effortlessly in sync. Plus an exclusive Karbon and Xero promotion for US accounting firms.

Xero integration now available to all

You can now connect your Xero practice ledger and Karbon to keep your client information in sync.

This two-way contact sync is the first release of a comprehensive Karbon and Xero integration that includes invoice and payment sync, coming in phases over the next few months.

https://karbonhq.wistia.com/medias/5urvxri1is

The contact sync will work by:

Importing Xero contacts and matching them with contacts in Karbon based on name and billing email address
Allowing partial contact matches to be manually resolved, and automatically creating new Karbon contacts from Xero contacts
Keeping matched contacts in sync by automatically applying changes to name, billing email, billing address, and phone number in one system to the other
Creating new Xero contacts from existing Karbon contacts with one click—no re-entry required

More setup instructions are available in the Xero integration support center.

You can get an exclusive preview of this integration and partnership by joining this webinar hosted by Ian Vacin, Karbon’s Chief Partnerships Officer, with a panel of accounting firm leaders including Chad Davis (LiveCA), Bernie Ackerman from (BNA CPAs & Advisors), and Steph Hinds (Growthwise).

If you’re based in the US, you’ll also be eligible for a special promotional offer from Karbon and Xero. Visit the Xero integration page to unlock your offer.

Bulk-update custom contact fields

In April, custom contact fields were introduced to help you gain more control and flexibility over your client data. Now, you can speed up your contact updates by adding custom contact fields in bulk using the Bulk Contact Update File.

A Karbon product screenshot showing the bulk contact update file

Learn more about bulk updates to custom contact fields in the support center.

Streamline billable rate management

Karbon Billing’s Rate Plans feature offers an efficient way to manage and change billable rates across roles, task types, and colleagues.

With rate plans, you can view and manage all your billing rates in one place. Whether you're renewing rates for all clients for the new financial year or adjusting colleague rates mid-way after they receive a promotion, everything happens in a single, centralized screen—no spreadsheets required.