Can Xero integrate with other business apps and software?

Can Xero integrate with other business apps and software?

2 October

Jordan Reader

Undoubtedly, the answer to this question is ‘yes’!  Xero is widely known in the accounting industry and has earned itself a strong reputation as a versatile accounting software that stands at the forefront of modern finance operations.  In their bid to keep ahead of the competition, businesses today are desperately seeking solutions that streamline their financial processes and are fully scalable.  Xero’s comprehensive suite of tools and user-friendly interface has made it a trusted choice for businesses of all sizes, but this is not all that Xero brings to the table.  Rising to prominence is Xero’s remarkable ability to seamlessly integrate with a wide array of third-party applications and services.  For many ambitious and growing businesses this is a game changer, and the main lure when it comes to choosing Xero over other providers.  For them, this functionality is indispensable if they are to stay competitive and agile in today’s digital business world.  Upon visiting Xero’s app store viewers immediately see over 1000 apps and integrations available and this number is set to continue rising.  Via their website Xero actively encourage app developers to build custom apps or integration using Xero’s open API if they identify a problem to solve that is not covered by any of their existing apps.  Designers also have the potential to sell their app and integrations in the Xero App Store once complete and if they need extra support the Xero Developer Centre is available, or a certified Xero developer can be commissioned. 

The Importance of Integration

By connecting Xero and your business with a diverse range of apps designed to solve business challenges, you can achieve more than the standard Xero offering provides. Integrating accounting software with other tools offers businesses a multitude of advantages.  Primarily it helps business owners run their business their way.  They can select the apps and integrations that are relevant to their business and industry, so that they completely shape their accounting software solution to their needs.  The apps have been built and approved by industry experts to address specific industry and functional needs, so they have your best interests at the heart of them.  Plus, the apps and integrations are reviewed by Xero users, so you can quickly ascertain whether they are right for you and your business.   

Integration is hugely important for the impact it has on your business. Firstly, it significantly boosts efficiency by automating repetitive tasks.  Data can seamlessly flow between Xero and the integrated software, so manual entry is reduced, and the risk of errors minimised.  This data accuracy not only saves time, but potential costs too.  Furthermore, by integrating with other business tools such as CRM, inventory management, or e-commerce platforms, companies can gain more valuable insights and a more complete view of their business.  This enables better decision-making and strategic planning, that empowers businesses to operate with greater precision and confidence.  

Xero’s Integration Ecosystem

Xero boasts an extensive and versatile integration ecosystem that empowers businesses to seamlessly connect their accounting operations with a wide array of applications and software.  Apps are not only given reviews, but ratings too, so that you can ascertain the fit for your purposes.  Plus, as your business needs alter, you can easily remove and add on new apps to reflect your changing needs.  When you visit the Xero App Store you are able to view apps according to industry category.  You can find apps for accounting, agriculture, automotive, construction and trades, education, franchises, health, hospitality, manufacturing, not for profit, professional services, property, retail and tourism.  Alternatively, you can select apps and integrations by function.  Functions include bills and expenses, CRM, debtor tracking, documents, ecommerce, financial services, inventory, invoicing and jobs, payments, payroll HR, point of sale, reporting, and time-tracking.   One thing worth noting though, is that in some cases different regions have different apps available to them.

Get started with apps — Xero App Store UK  To help customers learn about apps and get started, Xero has created this webpage, which gives new customers suggestions of apps to get you started and recommended by others.  The webpage also includes featured apps that are recommended by Xero.   Within the Xero app store itself these recommendations are extended.  Customers can filter by popular app categories, function, industry, apps for advisors, new and noteworthy, specific Xero apps and add-ons, apps for sustainability and even Xerocon 2023 exhibitors. You can even access those apps that come with free trials. 

Popular Xero Integrations

To give you an insight into some of the more popular apps and integrations and their purpose:

  1. PayPal and Stripe: These feature in their popular payment processing integration listings, alongside Airwallex, GoCardless and many more.  This integration automates the reconciliation of payments received through these platforms with Xero’s accounting records. It streamlines the invoicing and payment collection process, reducing manual data entry and ensuring accurate financial records.
  2. Shopify: For e-commerce businesses, the Xero-Shopify integration is invaluable. It automates the recording of sales, taxes, and fees from Shopify into Xero, simplifying financial management for online retailers. This integration enhances the accuracy of financial data and helps businesses stay on top of their e-commerce finances.  It sits alongside airsquare and many other ecommerce apps. 
  3. Projectworks and Xero Projects: Xero’s integration with project management tools like Projectworks enables businesses to link financial data with project progress. This integration allows for efficient tracking of project-related expenses, time spent, and profitability. It streamlines the financial management of projects, ensuring that costs are accurately allocated and billed to clients.
  4. Expensify: Expensify integration simplifies expense management for businesses. Employees can easily submit expense reports, and these expenses are automatically synced with Xero. This reduces the manual effort required for expense tracking and reimbursement, improving efficiency and ensuring accurate financial records. Expensify also streamlines expense management by digitising receipts and invoices. It integrates with Xero to automatically extract data from receipts and invoices and push them into Xero as accurately categorised transactions. This reduces manual data entry, minimises errors, and improves the efficiency of expense tracking.
  5. HubSpot: Integrating Xero with HubSpot enhances marketing and sales efforts. Sales data from HubSpot can be seamlessly linked with financial data in Xero, providing insights into the ROI of marketing campaigns. This integration enables better lead-to-customer tracking and helps businesses optimise their marketing spend.
  6. Ezzybills: Ezzybills integration is beneficial for businesses that manage inventory. It syncs inventory data with Xero, ensuring that stock levels and financial records are always up to date. This integration enhances inventory control, reduces the risk of stockouts or overstocking, and simplifies the financial aspects of inventory management.

These apps and integrations help businesses with so many elements of their operations.  If we explore some of them, we can see the value that they add in more detail. 

  • Enhanced Sales and Marketing

Customer Relationship Management (CRM) systems can be integrated with Xero, which has a direct impact on enhancing sales and marketing.  By seamlessly connecting Xero and CRM, companies can achieve a holistic view of their customer interactions and financial transactions together.  For instance, information relating to lead generation can be added to CRM systems and synchronised with financial records captured on Xero and combined to improve the entire lead management process.  Sales and marketing teams will be equipped with the most up-to-date information about potential clients and thereby achieve more targeted and timely follow-ups to secure future business with them.  The same applies for existing customers, whose sales can be tracked from initial contact through to invoicing and payment using the two systems combined. Marketing teams, as well as sales teams can benefit, as the integration provides invaluable customer insights that help them tailor campaigns and strategies based on customer specific behaviours and preferences.   All benefits realised as a result of CRM integrations with Xero will ultimately enhance the customer experience and improve customer engagement, which is great for business. 

  • Operational Efficiency

Inventory management and e-commerce platforms integrations with Xero can also boost operational efficiency.  They ensure that stock levels are automatically updated as soon as sales take place and orders fulfilled.  This real-time stock management prevents overstocking and with e-commerce platforms reporting when sales occur the order processing is streamlined too.  This not only reduces manual order entry, but also minimises the risk of errors, thereby improving overall customer service levels. 

Security and Data Privacy

When implementing a new software package and any associated integrations into your business, a natural concern will be the levels of security and data privacy.  Xero take their responsibility in this regard very seriously indeed, particularly when it comes to adding third-party apps and integrations into the mix. Xero is certified as compliant with ISO/IEC 27001:2013, the premier global information security management system (ISMS) standard and have undergone stringent checks to achieve this status.  They use multi-factor authentication (MFA) as an additional layer of security when you log on, so that they know it is definitely you accessing your accounts.  Within Xero you can also control who sees and has access to what by user. 

Xero also employ advanced encryption techniques to protect your personal and financial data during transit and at rest. It is converted into unrecognisable code using industry-standard data encryption.  Plus, their servers and data centres have robust physical security controls, as well as 24/7 monitoring and surveillance and they conduct regular data security audits and monitor security systems to identify and manage threats. Additionally, Xero replicate data between data centres in different locations to make sure it’s always available when needed. To compliment their system offering, Xero also provide education on types of security threats and how to prevent them.  Clients can access the latest security information via Xero’s security noticeboard and see their latest recommendations. 

Detailed information regarding Xero’s data protection protocols can be seen by visiting the following website: Data protection | Xero UK
In conclusion, integrating Xero with other business applications offers a multitude of advantages. In the main, it empowers businesses to streamline their financial processes, improve accuracy, and save valuable time. By harnessing the power of these integrations, you can enhance productivity, gain deeper insights into your financial data, and make more informed decisions. Whether you’re looking to simplify payroll, manage inventory, or automate invoicing, Xero’s integration ecosystem offers a solution for you. We encourage you to explore the wide range of integration options available in the Xero App Store and tailor your Xero experience to meet your unique business needs. The possibilities are limitless, and by integrating Xero with other applications, you can take your business to new heights of efficiency and success.

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