Sie sagen
„Our bookkeeper will not give marketing the ledger.“
Wir sagen
They do not have to. What leaves is a contact detail, an amount and a date — no accounts, no bank data, no payroll. It is a report, not the file.
Für Xero
Xero holds every sale you closed and none of the reasons.
Export sales invoices, upload your lead and call records beside them, and rank channels on the revenue you actually billed.
Kein API-Schlüssel Nichts in Xero zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Xero export of sales invoices — the contact's email or phone, the amount and the date — and matches it against the calls and leads recorded elsewhere. It answers which marketing produced the work you billed, for a business whose ledger is the only complete record of what it sold. Invoices with no matching lead stay in Direct / Unknown rather than being credited to whichever campaign was running.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Xero geprüft.
Die Lücke
The ledger is complete and the story is missing. You can tell anyone exactly what you invoiced last quarter and nothing at all about which marketing caused it.
Xero sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Contact email or phone
On the Xero contact the invoice is raised against. Contacts created by an import or by a connected app are the ones most likely to be missing it.
- Erforderlich
Invoice total
The billed amount. Gross or net both work as long as the file is consistent — mixing them understates some channels and not others.
- Erforderlich
Invoice date
The date the invoice was raised. Where you bill in stages, this is the date of the stage rather than of the job.
- Optional
Tracking category
Whatever you already track by — branch, service line, team. It becomes a cut of the report if it is in the file.
Schritt für Schritt
So holen Sie die Datei aus Xero.
Geschrieben für alle, die Xero im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export sales invoices with the contact
One row per invoice, carrying a contact detail, an amount and a date. Xero's invoice reporting exports to CSV and Excel; the column that matters is the contact's email or phone rather than the contact's name.
-
Decide gross or net, once
Whichever you pick, keep it for the whole file. A file that mixes tax-inclusive and tax-exclusive rows makes one channel look better than another for a reason that has nothing to do with marketing.
-
Export your leads or calls
Call tracking, a form handler, an ad platform's lead download, or a spreadsheet. It needs the same contact detail and where the lead came from.
-
Reach further back on the invoice side
The lead happens first. Start the invoice file earlier than the lead file or you will miss the revenue those leads produced.
-
Upload both
The match runs on the email and the phone, normalised on both sides, and reports what it could not place instead of spreading it.
Was zurückkommt
Die Seite, die Xero Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Steuerberatungs- und Wirtschaftsprüfungskanzleien – nicht aus einem Xero-Konto.
Einem Kanal zugeordnet$392,00056% von $700,000
Zugeordnete Verkäufe155 von 276nur hohe Konfidenz
Durchschn. Verkauf$2,600pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 71 | $182,000 | |
| E‑Mail-Marketing | 26 | $63,000 | |
| Empfehlungspartner | 58 | $147,000 | |
| Direkt / Unbekannt | 121 | $308,000 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn invoice und Anzeige in einer Zeile stehen.
A complete ledger with no marketing in it
Xero is unusually good at being the full record. Bank feeds mean almost nothing is missed, reconciliation means the numbers are checked, and for a small business the sales ledger is very often the single most reliable dataset it owns.
It is also, for marketing purposes, mute. An invoice records that somebody bought, what for and for how much. Nothing in it says the customer arrived from a search advertisement in March, and nothing ever will, because that is not what an accounting system is for.
Which makes the pairing straightforward: the most reliable record of revenue a business has, joined to the record of where its enquiries came from. Neither system is modified and neither has to learn about the other.
Tax-inclusive and tax-exclusive are not a detail
Xero files routinely carry both, depending on how each invoice was raised and which template produced it. In a ledger this is unremarkable and correctly handled. In a channel comparison it is a distortion, because it does not fall evenly.
If one line of business is billed one way and another the other way, and the two are produced by different campaigns, the ranking changes for a reason that has nothing to do with advertising. Deciding once, at export, costs nothing and removes the whole problem.
The report will not silently normalise it, because it cannot know which convention you meant. It will show what the file said.
Progress billing spreads one sale across the report
Anybody invoicing in stages — builders, consultancies, agencies on retainer, anyone taking a deposit — has one won job appearing as three or four invoices over several months.
That is right for accounting and misleading for attribution if each invoice is treated as a separate sale. The job was won once, by one thing. Grouping a customer's invoices rather than counting them individually is usually the first adjustment worth making, and the report shows repeat and follow-on revenue separately so the grouping is visible rather than assumed.
Contacts created by other apps are the weak spot
Most Xero files have contacts from several sources: typed in by hand, imported once from a spreadsheet, and created automatically by whatever else is connected — a point of sale, a job system, a payment processor.
The automatic ones are where contact details go missing, because the connected app only passes what it has. The result is a file where recent invoices match well and a particular slice of older ones does not, and the pattern looks like a marketing finding when it is a plumbing one.
The report keeps unmatched rows visible for exactly this reason. A matched share that jumps at a particular date is usually telling you when something changed in the file rather than when something changed in the market.
Berechtigte Fragen
„Xero kann das doch schon.“ Nicht ganz.
Sie sagen
„We invoice in stages, so our revenue is spread out.“
Wir sagen
That is normal and the report handles it by keeping a customer's invoices identifiable rather than treating each as a separate win.
Sie sagen
„We already tag invoices with a tracking category.“
Wir sagen
Then use it. It becomes a cut of the report alongside the channel, which is more than most businesses have.
No. It reads a file you exported, so no credential to your organisation is held and nothing is written back.
One row per sales invoice with the contact's email or phone, the amount and the date. Look for those columns rather than for a particular report name.
Either, consistently. Mixing tax-inclusive and tax-exclusive rows in one file distorts the comparison between channels.
Include them. They reduce a channel's revenue, which is the honest figure when its customers are credited.
No. A customer's invoices stay identifiable, so one job billed four times is not read as four wins.
That invoice is reported as Direct / Unknown. It is never matched on a company name, because names are not unique.
Yes, if the export carries them. They become a cut of the report.
Upload one currency per dataset. Currency is set per dataset rather than globally, so several organisations can each be read in their own.
Further than the lead file. The lead precedes the invoice, often by months in project work.
A contact detail, an amount and a date, and a tracking category if you include one. No accounts, no bank feeds, no payroll, no reconciliations. Uploads are encrypted in transit and at rest, isolated to your workspace, and removed with the import.
Yes, and it has its own page. Both are ledgers with the same three columns in them.
Revenue by channel from billed invoices, the share that could be matched, and everything that could not, kept separate.
Nach Branche
Branchen, die Xero nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- Steuerberatungs- und WirtschaftsprüfungskanzleienWelche Kanäle haben honorarzahlende Mandanten gebracht?
- UnternehmensberatungWelche Kanäle haben unterschriebene Mandate gebracht?
- GewerbebauWelche Kanäle haben Projekte gebracht, die Sie gewonnen haben?
- MarketingagenturenZeigen Sie jedem Kunden den Umsatz, der wirklich erzielt wurde.
- GebäudereinigungWelche Kanäle haben unterschriebene Reinigungsverträge gebracht?
- Druckereien & WerbetechnikWelche Kanäle haben bezahlte Druck- und Werbetechnikaufträge gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen QuickBooks Online Businesses whose sales are invoices, not deals Datei mit Abschlüssen Was exportieren Eine der beiden Dateien Pipedrive Vertriebsteams, die in der Pipeline-Ansicht leben Eine der beiden Dateien Was exportieren Datei mit Abschlüssen Clio Kanzleien mit Clio Manage und Clio Grow Datei mit Abschlüssen Was exportieren
Alle 68 Systeme 
Xero und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Xero zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.