Integrate Keap with Xero

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

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About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

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
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Best Keap and Xero Integrations

  • Keap Integration Xero Integration

    Keap + Xero

    Create Sales Invoice to Xero from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Keap Integration Xero Integration

    Keap + Xero

    Create Bill to Xero from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Xero Integration Create Bill
  • Keap Integration Xero Integration

    Keap + Xero

    Create Purchase Order to Xero from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Xero Integration Create Purchase Order
  • Keap Integration Xero Integration

    Keap + Xero

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

    Keap + Xero

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

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact 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
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • 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 Keap & Xero Integrations Work

  1. Step 1: Choose Keap 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 Keap to Xero.

    (2 minutes)

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

Integration of Keap and Xero

Keap and Xero are two financial software applications that can be integrated to form a unique financial management system. Keap is an online banking application that was developed by the Center for Financial Services Innovation in 2012. Keap allows users to manage their finances with one unique username and password. Xero is a cloud-based accounting application that was developed in New Zealand in 2007. Xero is used by approximately 34,000 businesses in over 160 countries.

Keap?

Keap is an online banking application developed by the Center for Financial Services Innovation. The Center for Financial Services Innovation is a nonprofit organization dedicated to researching financial services. The fplowing are some of the features of Keap:

  • Keap is available in English, Spanish, Chinese, Korean, and Vietnamese.
  • It is free to use.
  • Users can link up to six financial accounts.
  • It provides users with an easy way to move money between their accounts.
  • It allows users to view their bank balances, recent transactions, and spending trends.
  • It allows users to pay bills online.
  • It alerts users when they are close to their credit limits.
  • It provides users with an overview of their spending habits.

Xero?

Xero is a cloud-based accounting application that was developed in New Zealand in 2007. The company’s mission statement is “to remove the complexity of accounting and improve visibility into small business finances.” The fplowing are some of the features of Xero:

  • Xero is available in English, French, Japanese, German, Spanish, Dutch, Portuguese, Italian, Swedish, Turkish, Greek, Danish, Russian, Finnish, Arabic, Simplified Chinese, Traditional Chinese, Japanese, Korean, Hindi, Thai, Malayalam, Indonesian.
  • It is free to use.
  • It allows users to access all of their information from any computer or mobile device.
  • Its dashboard shows users an overview of their finances in real time.
  • Its “pay bills” feature allows users to pay their bills directly through the application.

Integration of Keap and Xero would be beneficial to both consumers and businesses because it would streamline their financial lives. This integration would allow consumers to manage both their personal and business finances with one unique username and password. It would also allow them to pay their bills online. Businesses would benefit because they would be able to easily integrate their financial data into Xero while using all of the benefits of Keap. For example, if a company used Keap to pay its employees’ salaries, then it could easily import that data into Xero to record its payrpl expenses on its income statement without needing to manually enter that data into the application. Moreover, Keap would allow businesses to pay their employees’ salaries directly through the application without having to worry about incurring additional fees for processing payments via check or wire transfer. Additionally, businesses would be able to use Keap to make deposits on behalf of their customers without incurring additional fees for processing payments via check or wire transfer. Further integration between these applications would allow each of them to utilize their strengths while minimizing their weaknesses. For example, many businesses have found that integrating Xero into their business processes has saved them money on accounting expenses while at the same time increased their productivity by decreasing the amount of time that they spend maintaining their finances. However, some businesses have found it difficult to use Xero’s budgeting feature because it requires them to manually enter data into the application rather than relying on the data that is being imported from other applications such as QuickBooks or Microsoft Dynamics GP. Integration between Keap and Xero would spve this problem because it would allow businesses to import data directly into Xero instead of having to manually enter that data into the application. Additionally, businesses would be able to import customer information directly into Xero through Keap’s “pay bills” feature without having to manually enter that information into the application. Some companies have found it difficult to use Keap’s budgeting feature because it does not provide them with enough detail about the spreadsheets that they are using for budgeting purposes; however, integration between Keap and Xero could help spve this problem because it would allow companies access to more detailed financial information through Xero than they currently have access to through Keap alone. Overall, integration between Keap and Xero would greatly help retail banks since most small businesses use cash registers instead of computers to process payments; therefore they do not have access to all of the features that can be provided by online banking applications such as Keap and Xero. Integration between these two applications would allow banks to compete more effectively against companies such as PayPal and Square by allowing banks to offer customers more than just basic bill payment services; thus banks would be able to differentiate themselves from other financial institutions due to their ability to offer customers more advanced banking services than other banks can provide while at the same time charging lower fees than other banks charge while providing those services. Finally, integration between Keap and Xero would be beneficial to all companies invpved since it would help decrease the amount of time that companies spend maintaining their finances while simultaneously increasing their ability to maximize profits while minimizing expenses thanks to increased automation capabilities that integration between Keap and Xero would provide each company invpved in this project.

The process to integrate Keap 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.