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Reach out from Contacts

Posted 8 years ago in Xero news by Rod Drury
Posted by Rod Drury

Another set of features we’ve released today around Contacts allow you to link from Xero into other systems.

Firstly, you can now make Skype Calls directly from Xero.

We’re hearing a number of our accounting partners are working from home, walking through Xero alongside their customers using Skype. Now that is Accounting 2.0!

We’ve also added the ability to build your own custom links to your CRM system directly from Xero contacts.  You set up Contact Links under your Organisation settings. We have a link builder that makes it easy to match contact fields inside Xero to your other systems.

Let us know what other systems you link to and what their link formats are and we’ll look at adding them in directly.  What CRM systems are you using?

4 comments

James
September 2, 2008 at 11.19 am

AWESOME! What would be even better (for us anyway) is having the links appear under the Contact when generating an AR Invoice. Then we can link directly into our own database of price lists and volume discounts which may vary for individual contacts. Hold on a minute, We can also link to our timesheet report instead of printing it out! The possibilities are endless! I’ve got to go and create some links. This is awesome.

Rod Drury Xero
September 2, 2008 at 12.02 pm

Good idea.

Matthew
September 5, 2008 at 12.47 am

This a really good idea. Are there also plans in the pipeline to sync with online CRM’s like Highrise for instance. It would be great to have to only enter details into one place…

Hari Bhajan
February 1, 2011 at 4.32 am

Hi,

Our company also uses Highrise. I’m hoping that you do have plans to offer syncing with Highrise in the near future. At the moment I’m checking out Xero and I’m really impressed with it:) Actually considering switching our company over from QuickBooks. Also, do you have any plans to sync with BigCommerce? We use BigCommerce to run our online store.

Cheers,
Hari Bhajan

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