Ellos dicen
«Our bookkeeper will not give marketing the ledger.»
Nosotros decimos
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.
Para 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.
Sin clave de API Nada que instalar en XeroNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Xero el 24 de septiembre de 2026.
La brecha
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 ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
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.
- Necesaria
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.
- Necesaria
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.
- Opcional
Tracking category
Whatever you already track by — branch, service line, team. It becomes a cut of the report if it is in the file.
Paso a paso
Cómo sacar el archivo de Xero.
Escrito para quien tiene Xero abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Xero no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Firmas de contabilidad, no de una cuenta de Xero.
Atribuidos a un canal$392,00056% de $700,000
Ventas coincidentes155 de 276solo alta confianza
Ticket medio$2,600por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 71 | $182,000 | |
| Email marketing | 26 | $63,000 | |
| Socios de referidos | 58 | $147,000 | |
| Directo / Desconocido | 121 | $308,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada invoice y el anuncio comparten una fila.
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.
Preguntas justas
«Xero ya hace eso». No exactamente.
Ellos dicen
«We invoice in stages, so our revenue is spread out.»
Nosotros decimos
That is normal and the report handles it by keeping a customer's invoices identifiable rather than treating each as a separate win.
Ellos dicen
«We already tag invoices with a tracking category.»
Nosotros decimos
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.
Por sector
Sectores que usan Xero.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Firmas de contabilidad¿Qué canales generaron clientes que pagan honorarios?
- Consultoría empresarial¿Qué canales generaron proyectos firmados?
- Construcción comercial¿Qué canales trajeron las obras que ganó?
- Agencias de marketingMuestre a cada cliente los ingresos que realmente generó.
- Limpieza comercial¿Qué canales generaron contratos de limpieza firmados?
- Impresión comercial y señalización¿Qué canales generaron trabajos de impresión y señalización pagados?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas QuickBooks Online Businesses whose sales are invoices, not deals Archivo de ventas cerradas Qué exportar Cualquiera de los dos Pipedrive Equipos de ventas que viven en la vista del pipeline Cualquiera de los dos Qué exportar Archivo de ventas cerradas Clio Despachos de abogados en Clio Manage y Clio Grow Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
Xero y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Xero, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.