Integrate GoToTraining with Xero

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

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About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

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.

Want to explore GoToTraining + Xero quick connects for faster integration? Here’s our list of the best GoToTraining + Xero quick connects.

Explore quick connects

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Connect GoToTraining + Xero in easier way

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

  • Triggers
  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • 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
  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

  • 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.

How GoToTraining & Xero Integrations Work

  1. Step 1: Choose GoToTraining 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 GoToTraining to Xero.

    (2 minutes)

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

Integration of GoToTraining and Xero

GoToTraining

GoToTraining is a web-based platform developed by GoToMeeting. It was first released in 2010. In 2015, GoToTraining was integrated with Xero to provide a seamless experience for trainers and clients.

GoToTraining enables users to share presentations, documents, videos, and other files via the web. It also allows users to make and receive audio or video calls. GoToTraining users can conduct online meetings via their own web browser, which can be accessed by computers or mobile devices. Users can also connect through their desktop clients or mobile apps.

GoToTraining allows users to schedule meetings and post them as events in Google Calendar, Outlook, or Apple iCal. They can also create custom templates for different meeting types. The platform also provides a built-in online scheduling top that can be used to schedule meetings and conference calls quickly. Users can use GoToMeeting as an additional resource, which is also developed by GoToTraining’s parent company.

GoToTraining has a free plan and multiple paid plans, including a business plan and an enterprise plan. The business plan is suitable for small businesses and cost $15 per month per user. Enterprise plans are targeted at large businesses and cost between $300 and $1,000 per user per month.

GoToTraining was launched in 2010. Since then, it has been adopted by millions of people worldwide.

Xero

Xero is a cloud accounting software that helps users track their finances through automated processes and simple reports.

Xero has two main features. accounts and contacts. Accounts can be categorized as expenses and incomes, allowing users to have a clear understanding of their financial status at all times. There are also some useful features, including the ability to auto-fill information such as bank account numbers and tax codes. Contacts help users keep track of their suppliers and customers.

Users can manage their finances using Xero on mobile devices or desktop computers anywhere they have internet access. It is especially helpful for businesses with multiple employees who need to keep track of their company finances while travelling.

Xero also has some useful integrations with other software products, including GoToTraining, Slack, Google Drive, Appy Pie Connect, and Microsoft Office 365. They allow users to automate tasks and work more efficiently. They can also be used to deliver faster results without requiring manual effort from users.

Xero’s prices start from $29 per month for one user up to $349 per month for 10 users or more. Its most expensive plan costs $799 per month for 50 users or more. A free trial of Xero is available for 14 days upon signup. Users will also get a credit of up to $50 after signing up for a paid plan for the first time.

Xero was founded in 2006 by Rod Drury and Jesse D’Souza. It was acquired by Australian accounting firm MYOB in 2009 for $6 million in cash and shares worth around $30 million. In 2017, Xero was acquired by US-based accounting software firm Intuit Inc., which owns TurboTax software, Quickbooks Online, and Mint personal finance software. At the time of acquisition, Xero had around 566,000 customers in 106 countries around the world. It had grown its customer base by 7% over the previous year, bringing its total customer count to about 585,000 customers.

Integration of GoToTraining and Xero

In 2015, GoToTraining announced that it would integrate its business call management platform with Xero accounting software. This integration would allow users to schedule conference calls directly from Xero’s interface. For example, if a business wants to schedule a conference call with one of its clients via GoToTraining, they can do so directly from within Xero’s interface instead of relying on the GoToTraining app or website separately. This integration saves time because users don’t have to switch between different platforms to conduct a conference call or schedule one in the first place. In addition, GoToTraining’s integration with Xero allows users to integrate their GotoMeeting accounts with their Xero accounts so that calls scheduled via GotoMeeting can be synced automatically with their Xero calendar entries. As a result, users can easily book calls from within Xero’s interface without having to leave the platform at all. Users can also use the integration between GotoMeeting and Xero for recording calls conducted via GotoMeeting when the calls are scheduled via Xero’s interface. Once recordings are completed, they will be available directly from within Xero’s interface as well.

Benefits of Integration of GoToTraining and Xero

The integration between GoToTraining and Xero brings many benefits to both companies’ customers:

The process to integrate GoToTraining 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm