Workato

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Connect Xero with 100+ web applications in minutes. Get a 360-degree view of your business data across CRM, eCommerce, POS, Expenses & Accounting.

Connect Xero with 100+ web applications in minutes. Get a 360-degree view of your business data across CRM, eCommerce, POS, Expenses & Accounting.

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About Workato

Connect Xero with 100+ web applications in minutes with zero lines of code. Get a 360-degree view of your business data across CRM, eCommerce, POS, Expenses & Accounting. Out-of-the-box integrations make it a snap to connect Xero with any other apps. Simply select the integrations you want, install and start running them! Seamless bi-directional syncs means your Xero data is always consistent with your other apps. Workato integrations check if the data already exists before creating a new record. This eliminates duplicate data in your apps.

Handling records with multiple line items or complex CSV files with repeating structures is easy to do. No coding required. Pre-built integrations from app vendors are limited and take-it-or-leave-it. Choose from over 25,000 recipes; We let you connect your apps the way you want it. If you are a tinkerer, or your app is customized , it is easy to enable custom integrations to fit your exact needs.

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Workato + Xero

This App contains pre-packaged integration recipes for keeping Infusionsoft and Xero in sync. These 4 curated recipes have been built by Workato in close association with Infusionsoft and ICPs working with these two products.

You start the recipes you need, depending on your specific business requirements. The App contains four groups of recipes. They are for - Order and Invoice sync and Payment sync.

*Note that the recipes take care of subscription orders and handle taxes applied to line items.

Getting started

Visit our webpage and sign up for a free Workato account. Simply install the app and hit run to get your integration workflows started.

1. Click "Visit Website"
2. Create a Workato Account if you do not have one.
3. Connect your Xero account via the prompts.
4. Access the Xero Integration recipes under 'Apps’
5. Click ‘Start’ to run the recipe

Explore how to setup Workato

Summary


Developer

Workato

Added on

01/05/2016

Integration details


Xero

Countries

New Zealand, Malaysia, United States, Canada, Philippines, Global, South Africa, Australia, Singapore, Hong Kong, United Kingdom

Languages

English

Categories


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