Integrate Box with Xero
Appy Pie Connect allows you to automate multiple workflows between Box and Xero
- No code
- No Credit Card
- Lightning Fast Setup
Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Box + Xero
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When this happens...
New Event
Then do this...
Create Sales Invoice
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When this happens...
New Event
Then do this...
Create Bill
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When this happens...
New Event
Then do this...
Create Purchase Order
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When this happens...
New Event
Then do this...
Create/Update Contact
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When this happens...
New Event
Then do this...
Create Payment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Box + Xero without coding knowledge. Start creating your own business flow.
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New Event
Triggered when a new event is performed (this is the activity stream).
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New Folder
Triggered when you add a new folder.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Add Comment to File
Adds a comment to a file.
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Add Task to File
Adds a task to a file.
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Add User as Collaborator
Adds an individual user as a collaborator on a folder.
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Create Folder
Creates a brand new folder at the path you specify.
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Move Or Copy File
Moves or copies a file from one folder to another.
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Upload File
Upload a file to specific folder.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How Box & Xero Integrations Work
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Step 1: Choose Box as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Box to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Box and Xero
Box?
Box is a file sharing service that allows users to store, manage, and access their files from anywhere. It allows users to view, edit, and transfer their files, no matter where they are. With Box’s simple user interface, you can access all your files on the go. It’s also easy to share your information with others or cplaborate with them on projects. It has many features that make it an ideal file-sharing platform.
Xero?
Xero is a cloud accounting service that allows users to manage their financial accounts online. This software offers a free 14-day trial for both business and personal users. It then asks you to choose between its two plans – Plus and Premium. Its Plus plan offers unlimited bank accounts, credit card, and GST reporting. Its Premium plan gives you unlimited bank accounts, credit card, GST reporting, inventory, and payrpl. Xero’s dashboard allows you to view your expenses and profits in real time. You can easily export your financial results to your tax accountant or bookkeeper. You can even see your financial history on a graph. With its powerful reporting capability, Xero helps you meet your financial goals.
Integration of Box and Xero
Incorporating Box into Xero is a good idea because Box is a good way to store your documents and work remotely. It also allows you to share some of your files with other users. Many businesses use Box to store their files and work remotely. With Xero, you can have an overview of your business expenses and profits in real time. This integration will allow you to have a complete picture of your business finances in one place. Using these two services together will result in a hassle-free accounting process.
Benefits of Integration of Box and Xero
Aside from saving time on your accounting process, you can also save money by integrating Box and Xero. Here are some of the benefits of integrating Box and Xero:
- You can cut down on accounting fees since you no longer need to pay for another accounting software like QuickBooks or MYOB after using Xero’s 14-day trial period.
- You can save up on storage space with Box since it uses cloud technpogy; you only need internet access to view and edit your files.
- Your data is protected by encryption since it’s stored in the cloud. It’s also protected from cyber attacks since it’s not stored in your local computer.
I hope this article has helped you learn more about Box and Xero and how you can benefit from integrating them in your business and personal life.
The process to integrate Box and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
