Boma

Xero HQ , Accounting

Boma takes care of your marketing and advertising campaigns while you take care of your business.

Boma takes care of your marketing and advertising campaigns while you take care of your business.

View integration details

About Boma

Keep Relationships at the Heart of Your Business

Simple but powerful client engagement. BOMA gives you easy, cost-effective and powerful communications in a single platform with all the tools you need to build and grow your business.

An Easier Way to Stay Connected.

BOMA takes the complexity out of digital marketing, allowing you to achieve professional, branded client communications for email and social without costly resource.

Explore all Features of Boma

Boma + Xero

The BOMA App makes connecting with clients and growing your practice easy without the need to be a creative or marketing expert. Access the Xero HQ content library of high-quality articles and images, and choose how you want to send it.

BOMA automatically reformats the content so every engagement looks great whether as an email or social post. You can then send it to your existing email database, post to your social pages or promote via social ads.

Getting started

Connect to Xero HQ from the BOMA Settings/Linked Accounts page. You'll be taken to Xero HQ to authenticate your account and will automatically return to the Boma settings page.

Explore how to setup Boma

Boma + Xero HQ

A library of purpose-built marketing content designed by Xero is incorporated in Boma. Using accurate, up-to-date client data from Xero HQ, Boma selects relevant material so you can create and distribute the right digital campaigns to the right client.

Getting started

  1. In Boma Marketing, navigate to Settings.

  2. Select Connect to Xero HQ.

  3. Log into Xero HQ, select the practice, then click Allow Access.

  4. Confirm that you want to sync your Xero HQ contacts with Boma. Depending on the number of contacts you have this may take from a few seconds to several minutes

  5. When the sync is complete, go to the Contacts page to view your newly added contacts.

Summary


Added on

04/09/2017

Integration details


Xero

Countries

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

Languages

English

Categories


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