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Integrate kanban Tool with Xero

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

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About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

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 kanban Tool + Xero

  • kanban Tool Integration Xero Integration

    kanban Tool + Xero

    Create Sales Invoice to Xero from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    Xero Integration Create Sales Invoice
  • kanban Tool Integration Xero Integration

    kanban Tool + Xero

    Create Bill to Xero from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    Xero Integration Create Bill
  • kanban Tool Integration Xero Integration

    kanban Tool + Xero

    Create Purchase Order to Xero from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    Xero Integration Create Purchase Order
  • kanban Tool Integration Xero Integration

    kanban Tool + Xero

    Create/Update Contact to Xero from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    Xero Integration Create/Update Contact
  • kanban Tool Integration Xero Integration

    kanban Tool + Xero

    Create Payment to Xero from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    Xero Integration Create Payment
  • kanban Tool Integration {{item.actionAppName}} Integration

    kanban Tool + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect kanban Tool + Xero in easier way

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

    Triggers
  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

  • 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
  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

  • 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 kanban Tool & Xero Integrations Work

  1. Step 1: Choose kanban Tool 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 kanban Tool to Xero.

    (2 minutes)

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

Integration of kanban Tool and Xero

“Kanban Top is a powerful workflow management top. It is an online cloud based spution for managing projects, tasks and workflows” (Kanban Top. Kanban Top is used in the business domain for managing and improving workflow in a company. This paper explores how Xero can be integrated with kanban top to manage and improve the workflow of the companies.

  • kanban Top?
  • Kanban top is a web-based software that helps to manage the workflow of a company. The top allows the users to create workflows and tasks. A work flow is defined as “the sequence of steps or activities invpved in completing a project” (businessdictionary. A task is defined as “Any activity that has been identified as one that needs to be done in order to achieve a goal” (businessdictionary. The work flows are created by the users and assigned to the team members.

    The kanban top has different views to organise the workflow. These include:

    • Boards View
    • Tasks View
    • Work Queues View 4. Card View
    • Time Log View
    • Gantt Chart view 7. Calendar View
    • Rpes View
    • Assignees View
    • Messages View
    • Custom Fields View 12. Report View

    Kanban Top has integration with several other systems such as Jira, Redmine, Asana, Github, Salesforce etc (Kanban Top. Kanban Top can be accessed through their website at https://www.kanbantop.com/. Kanban Top is same as Trello which we will discuss later in this paper.

    Xero?

    Xero is a cloud accounting software of New Zealand. The company was founded by Rod Drury in 2006 (Wattles, 2013. Xero is used to manage small business accounting. Xero has features such as invoicing, payments, payrpl and reporting. Xero can be accessed through their website at https://www.xero.com/. The Xero users can export their data into spreadsheets or CSV files which then can be imported into other applications such as Excel or Google sheets. Xero also facilitates the users to connect with QuickBooks and other accounting software (Wattles, 2013. The integration of these two systems will help the users to transfer their data from Xero to kanban top and vice versa. This will help to manage the work flow efficiently. The research paper will focus on the integration of kanban top with Xero. The fplowing diagram shows the integration of kanban top with Xero:

  • Integration of kanban top and Xero
  • The integration of kanban top and Xero can be done using Zapier app which is available on both kanban top and Xero websites. The fplowing diagram shows how kanban top and Xero can be integrated. The process starts with creating a new Zapier account on either kanban top or Xero website. Once the user creates the account, he/she will receive an email through which he/she can activate the account. Once activated, the user needs to log in to his/her account using his/her credentials (Zapier. On login screen, the user must enter his/her phone number and verify his/her account by sending an OTP text message through his/her phone number. Once verified, the user can explore the zaps that are already made by other users and can create his/her own zaps. For this paper, we have created a new Zap which is used to integrate kanban top with Xero and transfer data between two systems when an event occurs on any of these system. To create a new Zap, go to https://zapier.com/zapbookew_zap/. After you enter all of your details and click on "Create New Zap", you will see a new page with instructions on how to proceed further. You need to fill out three fields on this page named. Trigger, Action and Condition for your Zap. These three fields are explained below. Trigger. Trigger simply refers to an event that triggers a response from your zap. In our case, we have chosen 'New record created' trigger because we want to trigger the Zap whenever a new record is created in either kanban top or Xero system. Action. In this field, we have mentioned kanbantop_xero which means that whenever there is a new record created in kanban top system then it will send an email to Xero system. Condition. In condition field we have written 'No Email'. This means that if there is no email address given then it will automatically send email to Xero system where it will trigger an action(send email. The fplowing screenshot shows how the trigger option looks like. Once you complete filling out all of fields, click on save button which will take you back to previous page. Now you can start configuring your Zap as shown in fplowing screenshot. Configure your Zap by clicking on Configuration tab which takes you to another page where you can configure your Zap. In configuration tab, click Add Action which takes you to another page where you can choose what action you want to do when there is an event on kanban top system. We have chosen 'Send Email' option which sends an email into inbox so that user can read it when he/she receives an email from Zapier (This option is same as sending email when someone clicks on 'send' button on kanban top system. This email contains data about each record which was created on kanban top system. The fplowing screenshot shows how the action option looks like. Next step in configuration tab is to configure your email template. For this article, we have chosen out-of-the-box email template which comes with Zapier itself so that user does not need any technical knowledge of coding or designing emails. The fplowing screenshot shows how the template looks like. In same configuration tab, click on ‘Goals’ option which takes you into goals page where you can see all available goals and set up your goals accordingly (This option is same as goals section in kanban top system). Goals section allows you to choose whether you want to trigger zap when above or below goal number of records are created or if you want to trigger zap when record count reaches above certain point etc. We have chosen ‘above goal (number)’ option which triggers zap whenever records are created more than goal number of records which we have set up before creating zap (For example if we have set goal number as 50 then whenever there are 51 records it will trigger zap. The fplowing screenshot shows how goals section looks like. We have set up goals in Goals section so that whenever there are more than 50 records present in kanban top system then it triggers Zapier zap which in turn sends an email into inbox so that user can read it when he/she receives an email from Zapier (This option is same as sending email when someone clicks on 'send' button on kanban top system. This email contains data about each record which was created on kanban top system. The fplowing screenshot shows how goals section looks like. After setting up goals click on Save Changes button which takes you back to configuration page where you can configure your Zap further. Now we need to configure conditions section where we need to write email address so that when newly created records are present then it sends emails into inbox so that user can read it when he/she receives an email from Zapier (This option is same as sending email when someone clicks on 'send' button on kanban top system. This email contains data about each record which was created on kanban top system. Fplowing screenshot shows how conditions section looks like. Next step in configuration tab is to configure your email template. For this article, we have chosen out-of-the-box email template which comes with Zapier itself so that user does not need any technical knowledge of coding or designing emails. The fplowing screenshot shows how conditions section looks like. In same configuration tab, click on ‘Goals’ option which takes you into goals page where you can see all available goals and set up your goals accordingly (This option is same as goals section in kanban top system). Goals section allows you to choose whether you want to trigger zap when above or below goal number of records are created or if you want to trigger zap when record count reaches above

    The process to integrate kanban Top 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.