Xero is online accounting software used by small businesses, accountants, and bookkeepers across the globe. It enables owners to run their business with all its invoices, contacts, and accounts in a central location. It connects and syncs with their banks, allows collaboration with their accountants, and provides customizations through integrations and add-ons. Xero integrations let users connect to third-party apps to build on their plan and customize solutions to suit their exact business needs.
Table of contents
- Top 10 Xero Integrations
- Xero Integrations: Why Do You Need It?
- Ready to Try a Xero Integration?
Top 10 Xero Integrations
Here are the top ten Xero integrations that can help business owners expand the functionality of Xero and build comprehensive business solutions to simplify their unique processes and workflow.
Capsule CRM is an online CRM designed for small and midsize businesses. It is a simple yet powerful software for nurturing customer relationships, winning more sales, and seeing the big picture of the business. Features include contact management, sales pipeline, sales analytics, and tasks and calendar.
Xero and Capsule CRM integrate easily to give users accounting and invoicing capabilities in their CRM solution. It provides users all the information they need about their customers in one view. When users update their contacts in Capsule, such as information of customers and suppliers, these are also updated in Xero, too. The integration also allows users to view a summary of invoices and overdue amounts directly from the customer contact page in Capsule.
Exsalerate is an online CRM software that enables SMBs to increase sales and improve client retention. It allows users to win more businesses and retain customers while supporting team collaboration. It has visual, drag-and-drop pipeline management, an accounts management dashboard, and color-coded to-do lists visible for the whole sales team.
The Xero and Exsalerate CRM integration allows users to access real-time sales information so they can make insightful and informed business decisions. Users get capabilities like sending converted leads to Xero and creating draft invoices in Exsalerate for approval. They can also view which customers they have not invoiced or contacted for a specific time period. They can display comparative sales data per customer. Updating contacts in Xero automatically updates contacts in Exsalerate.
Prospect CRM is a CRM solution ideal for wholesalers, distributors, manufacturers, and businesses that sell physical products business-to-business. It integrates product, inventory, and customer sales data that helps streamline the B2B sales process. It has tools to help target the right customers at the right time, optimize the quote-to-order workflow, and accelerate order taking without duplicate entry.
Xero and Prospect CRM integrate bi-directionally which keeps teams up-to-date. Sales teams get insights which products customers buy and when these products are available so reps can sell the right products at the right time. The Xero CRM software integration simplifies the management of and prospects, stock levels, and creating quotes and orders using information from Xero with a click of a button.
Oncord is digital marketing software that enables businesses to manage websites, contacts, and online stores. It is a professional website and hosting solution that offers an alternative solution to existing content management software. It combines different tools to grow a contacts database, engage visitors, and sell online.
The Oncord and Xero integration allows users to synchronize contacts, sales invoices, and receipts both ways. Intelligent, two-way sync automatically keeps contacts up-to-date whenever a contact record gets updated in either software. Users can also send targeted email and SMS campaigns to Xero contacts as well as understand customers better from sales data in Xero. Invoices and payments are automatically synced in Xero whenever a sale from the online store occurs.
Infoodle is a cloud-based management software for charities, churches, and community groups. It combines CRM and finance management tools to address administrative needs in one central place so users can spend more time on their missions and purpose. It helps users to reach more people, develop greater commitment among members, and increase donations.
By integrating Xero and Infoodle, users can seamlessly retrieve contacts data in Xero, manage categories, and track transactions. Users can also send contacts and transactions from Infoodle to Xero. They can generate donor data and custom receipts ad-hoc, annually, or by other criteria. The CRM integration enables connection of transactions to individual donors. Xero data also allows better management and segmentation of the database for analysis and communication.
MRPeasy is a materials requirement planning (MRP) software used by manufacturing companies. It is a cloud-based solution ideal for small manufacturers and distributors. The software helps users in creating accurate production plans and reports. It also provides a real-time inventory overview, enables on-time deliveries, and gives users a complete view of their business.
The Xero and MRPeasy integration allows users to easily send their outgoing and incoming invoices to accountants. Companies are able to connect their whole manufacturing or distribution operation to the Xero accounting software. Users can manage manufacturing, procurement, inventory, and sales in MRPeasy than have the financial data synced in Xero. They can also automate journal entry synchronization for more in-depth integration.
Zigaflow is a flexible CRM and business management software. It provides users the tools to create quotes, manage leads, and add tasks automatically. It is fully customizable so businesses get an improved experience while simplifying their business processes. Users are able to customize their branding, such as the screens, documents, and emails. They can also customize the layouts, terminology, processes, and rules through its different modules.
By integrating Zigaflow and Xero, users get a flexible business management software alongside a powerful accounting software. Users can import data on clients, suppliers, and products into the CRM software and send POs and invoices into Xero. Synchronization is both ways, so payments received in Xero updates invoices in Zigaflow.