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Xero featured as one of first New & Notable Apps on Google Apps Marketplace

Posted 3 years ago in Xero news by
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Xero has been announced as one of the first apps to make it into the New & Notable section of the Google Apps Marketplace.

We’ve been working with Google for more than a year now, teaming up to make it even easier for businesses to keep on top of their customer relationships by integrating with Gmail and Google Apps.

“We want our customers to get the most out of their Google Apps experience by providing a simple and seamless way to connect third party apps that make work more productive and collaborative,” said Rahul Sood, Managing Director, Apps and Search at Google.

“With the New & Notable section in the Google Apps Marketplace you can find powerful new apps and integrations across a range of categories that extend the capabilities of your Google Apps experience and make your teams more successful. We’re happy to announce that Xero is one of the New & Notable apps in the Google Apps Marketplace for June.”

Tighter integration with Google Apps for Work enables small businesses to export content seamlessly from Xero to Google Sheets to collaborate with customers, suppliers and financial advisors.

Google, together with Xero, have established a number of integrations. They include the ability to:

  • Get actionable insights from a single view of your contacts’ activities: A redesigned, single-screen view of all contact activity and a redesigned cash-in graph make it easier to understand your financial relationship with any contact. A new activity-focused panel shows all transactions with that contact, helping to create actionable insights.
  • Easily access the latest information about your business contact with Gmail:  You can now see a live view of Gmail messages alongside other contact information, giving you a complete view of interactions with your customers or suppliers. You can initiate a new invoice or quote from a Gmail message displayed in Xero. You can save the email message itself in Xero for future reference. The integration with Gmail means you always have access to the latest information on that business relationship.
  • Drive new opportunities with Smart Lists: Smart Lists is now integrated with Contacts in Xero, enabling businesses to segment your contacts based on factors like location and purchase history, to find revenue gaps and opportunities. You can use that data to chase debtors, create sales campaigns, and more.
  • Get the convenience of Single Sign-On (SSO): Xero users can use the convenience of using their Google Apps account to seamlessly log in to Xero.
  • Find your business contacts on-the-go with Google Maps integration: Xero integrates with Google Maps on web and mobile, allowing contact details to be located on Google’s leading mapping service.
  • Take actions on your business with reports: Export Xero Reports to Google Sheets to collaborate, share and analyze.
  • Enhance your social profile with Google+ promotion: Automatically display your Google+ presence on customer invoices, driving your brand and more ways for your customers to stay in touch.

Xero also supports Xero for Android used by Xero’s mobile small business owners and accounting providers globally, enabling them to create and send invoices, add receipts, and create expense claims anytime, anywhere. Xero for Android integrates with Google Maps in case users need to visit a client or send them an invoice. Xero is making it easier for small businesses to invoice their customers and capture receipts, speeding up the process for them to get paid faster.

  • This week Xero released Android Fingerprint Authentication: Two-step authentication (2SA) adds an extra layer of security to your Xero account, protecting Xero customers against attacks such as account phishing. For those with Android devices with their system fingerprints enabled, there is now the option to choose between security code login or fingerprint login for extra security when using Xero for Android. You’ll find the option in Settings, under the “Lock app with” section; or during the first time you set up the app.

With more than 700,000 users around the world, Xero’s Gmail integration takes email out of the inbox and into the accounting workflow, giving small businesses even more information about their relationships with their contacts without leaving Xero. Visit Xero.com/Google for more information.

18 comments

Paul
June 3, 2016 at 12.15 pm

Nice list of useful features. I have some questions related to the Gmail integration, however:

Am I right in assuming that if a user has multiple Google business email aliases that contain customer correspondence, that they will all be visible and actionable within Xero?

For example:
Mary works at xyz LLC and has a Google for Work account at “mary@xyz.com.” ‘This account is linked to Xero, but Mary also receives relevant customer emails at the “sales@xyz.com” and “purchasing@xyz.com” email aliases.

Mary will want to save relevant emails into Xero whether they were sent to the sales/purchasing alias or Mary’s own email address.

Along those lines, is it possible to link multiple Gmail accounts (and not aliases) to a single Xero account for the same purpose? A common use case would be a business that wants to have a group email address (again, like a sales or purchasing email address), but which also wants to avoid the privacy implications of using an email alias (as with email aliases the “true” email account is revealed in the email message headers).

Thanks!

James Maiocco
June 9, 2016 at 4.42 pm

Paul, this is a great use case scenario. Thanks for sharing your feedback. To my knowledge, I do not believe we can support multiple gmail aliases for an individual account (namely a generalized sales@xyz.com alias), but I have flagged for our product team. Keep the good ideas coming!

James Maiocco
June 10, 2016 at 9.48 am

Paul, connected with our Product team and they tested multiple gmail aliases. It should work – both inbound/outbound emails to/from the alias should be visible.

If you have any issues, feel free to send an email to usintegrations@xero.com.

Paul
June 16, 2016 at 3.09 am

Thanks so much for confirming James – much appreciated.

Vince Frank
June 4, 2016 at 2.22 pm

Don’t want to burst the bubble of all those computer geeks who probably worked very hard on this, but I’m the director of a medium sized business which is generally fairly progressive on the IT front. I honestly can’t see us using any of these features. Some of the basics still aren’t in place on Xero and the Android app is pretty much unusable. It really would make a lot more sense to focus on reducing frustrations of current users rather than creating functionality like this which probably allows you to pat each other on the back in computer geeking circles but is of very limited use in the real world of Xero customers.

James Maiocco
June 10, 2016 at 9.52 am

Vince, I am sorry to learn that you’re experiencing challenges with Xero for your medium-sized business. Often times, medium-sized businesses have some unique industry or vertical requirements, which require specialized solutions (that may be addressed by one of our 500+ integrations). More than a quarter of all Xero customers utilize a 3d party integration to meet a specific need or requirement.

If you’re running into further issues, we welcome your feedback.

Bruce Bromley
June 18, 2016 at 10.15 pm

Vince
Our practice sounds very similar to yours being progressive with IT integration. One of the biggest disappointments for us is also the Android app, even simple things like the access to inventory are not available when on the road.
By looking at the user forums there are a number of examples of issues for end users that have existed for years that should be addressed before adding other features.

Vince Frank
June 25, 2016 at 2.45 pm

Hi James,

Thanks for your reply. There are a number of problems with Xero that I’m happy to grin and bear at the moment. Often these issues are nice-to-have functions, such as the app. There are just some holes in the Xero software that I find astounding and it’s frustrating when Xero spends time on functionality such as Google integration when some of the basics aren’t in place. Until recently, the biggest issue with Xero was the lack of basic inventory, this has now been finally addressed. My current bugbear is that there is no contact account number matching during the reconciliation process. This is an obvious functionality needed for anyone that sends out statements. There is no point in matching client payments with invoice totals or invoice numbers since most of our clients have multiple invoices per month that they pay in one payment. But matching a client payment with a contact account number that the client has entered in the bank’s reference field would massively reduce our workload. It just seems a basic requirement for anyone who uses monthly statements.

James Maiocco
June 25, 2016 at 2.57 pm

Vince, fair points and good feedback. I expect this feature is on the product team’s request list already, but I’ll send ahead to ensure it is documented. Thanks for sharing your suggestions and continuing to be a Xero customer. Cheers!

John S
June 14, 2016 at 5.17 am

I have to say that i agree with Vince here. I cant see a lot of use in much of this functionality. Nice to say you’ve integrated closer with Google but there’s a raft of functionality that imho should have have been prioritised above this PR play.

The inability to pull a single report on your mobile apps is pretty poor. When you click on a contact card you cannot see what that customer owes you in outstanding bills. The data is all there and simple to present.

These are just two examples of stuff that should really be a ‘given’.

Time to knuckle down Xero – you’ve increased your prices so it’s time to reinvest that revenue and built out the product further.

James Maiocco
June 16, 2016 at 12.38 pm

John S, thanks for your comments and feedback. Agreed, there is always more for Xero to build to enrich the experience for our customers on any device. With respect to our Google Apps for Work integration; our efforts are far from a PR stunt. Xero is making intentional investments to enhance our integrations with the productivity tools customers love and trust to help businesses save time and streamline workflows. Xero had more than 500 product releases in the preceding year. Expect to see more Xero product innovation to continue in the forthcoming years.

Shannon McDougall
June 6, 2016 at 9.34 pm

What about apps for Education customers

James Maiocco
June 10, 2016 at 9.49 am

Shannon, can you clarify your question further?

Katie-Lee Pearce
June 18, 2016 at 8.49 pm

Fabulous work Xero. We’ve only recently switched over from MYOB and can say we are more than impressed with what you offer. We use a lot of Google products within our business so I’m looking forward to having a play with this.

James Maiocco
June 21, 2016 at 5.38 am

Katie-Lee, thanks for your note and conversion to Xero. We hope you’re finding Google integration beneficial to your business!

Jarran Rapsey
June 20, 2016 at 1.39 am

To me it seems one of the most obvious opportunities to integrate Google Apps and Xero would be the option to create links to files stored on Google Drive and/or Drop Box rather than attaching them internally within Xero. This would avoid unnecessary duplication and significantly reduce the Xero file size bloat that surely must occur when files are stored within the Xero file itself

James Maiocco
June 21, 2016 at 5.41 am

Jarran, completely agree with your suggestion. We’ve been exploring with Google and DropBox alike, given the value of maintaining a single copy of a file is certainly much more efficient. Accountants & Bookkeepers have some unique client retention requirements for Files (for legal / regulatory requirements) – as such the nuances of file management, including delete/edit rights, need to be resolved clearly. Keep the suggestions coming!

Mark Gel
October 12, 2016 at 6.41 pm

Will the drop box can be linked to google business email? will it be possible?
if yes, are my data will be store to google business email?

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