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Integrate BulkGate with Xero

Appy Pie Connect allows you to automate multiple workflows between BulkGate and Xero

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About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

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 Integrations

Best ways to Integrate BulkGate + Xero

  • BulkGate Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Bill is created in Xero Read More...
    Close
    When this happens...
    BulkGate Integration New Bill
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Xero + BulkGate

    Send Promotional SMS in BulkGate when New Bill is created in Xero Read More...
    Close
    When this happens...
    BulkGate Integration New Bill
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Xero Read More...
    Close
    When this happens...
    BulkGate Integration New Contact
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Xero + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Xero Read More...
    Close
    When this happens...
    BulkGate Integration New Contact
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Payment is created in Xero Read More...
    Close
    When this happens...
    BulkGate Integration New Payment
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration {{item.actionAppName}} Integration

    BulkGate + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect BulkGate + Xero in easier way

It's easy to connect BulkGate + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How BulkGate & Xero Integrations Work

  1. Step 1: Choose BulkGate as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from BulkGate to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of BulkGate and Xero

BulkGate and Xero. Integration and Benefits

The purpose of this paper is to give an overview of the integration of BulkGate and Xero, and highlight some of the benefits of both. This paper will identify what each product is, and how they work together to improve business processes. It will briefly discuss the shortcomings of using them independently, and how they can be used in conjunction to create a more effective business process. The paper will give an overview of the technpogy used in both products, and how it is used to improve productivity and efficiency for your business. Finally, it will conclude by highlighting some of the challenges that come along with integrating these two systems and how you can overcome them.

Integration of BulkGate and Xero

Exporting data from Xero into BulkGate is a simple process. You simply go to ‘Bulk Import’ in BulkGate and click on ‘Xero’ as the source (see image 1. From there, you select the fields you want to import (see image 2. and choose the date range (see image 3. Once you have all the necessary information set up, you can click ‘Save’ and then click ‘Import’ (see image 4. The data will then be imported into BulkGate (see image 5), and you will be able to view it in the ‘Bulk Import’ section (see image 6.

Image 1. Selecting ‘Xero’ as the source for importing data Image 2. Importing customized fields Image 3. Setting the date range for importing data Image 4. Saving your settings before importing data Image 5. Data imported from Xero Image 6. The ‘Bulk Import’ section showing the imported data

Benefits of Integration of BulkGate and Xero

From a business perspective, integrating BulkGate and Xero allows for greater visibility into your company’s financials. This integration allows you to export data from any Xero account into BulkGate, which means you can use it as a central location to record data from multiple sources. In addition to this, it allows you to schedule regular data exports from Xero, which is useful if you want to track your finances on a monthly or quarterly basis. Moreover, it allows you to retain your data in Xero as opposed to exporting it directly into BulkGate. This way, you can keep a copy of your data in a centralized system while still retaining a backup copy in a different system. Finally, it provides a convenient way to access your financial data from anywhere that has internet access. Since BulkGate is a cloud-based application, you can access your data from anywhere.

In conclusion, this paper has discussed why it is beneficial to integrate BulkGate with Xero. In doing so, bulkgate serves as a top to further streamline your business processes so that you can spend less time worrying about your finances, and more time focusing on growing your company.

The process to integrate BulkGate 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.