MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.
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
It's easy to connect MeisterTask + Xero without coding knowledge. Start creating your own business flow.
Triggers when an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label is created.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Industry and business professionals have used spreadsheets for years to manage their daily tasks. These spreadsheets are usually created in Microsoft Excel, a program intended to assist users in creating professional documents. However, the task management capacity of these spreadsheets is limited.MeisterTask, a cloud-based task management software, allows users to create to-do lists and assign due dates and project owners. The integration with Xero, a cloud accounting service, allows businesses to manage their tasks and projects via an easy-to-use interface.
The integration between MeisterTask and Xero allows users to automatically update MeisterTask with the financial information stored in Xero. To integrate the two programs, it is sufficient for the user to enter his or her username and password from Xero into MeisterTask. Using this information, MeisterTask is able to access the user’s Xero account and import its information. The user’s Xero data appears in MeisterTask under the “Accounting” tab. From here, he or she can view invoices and payments, income and expenses, as well as bank transactions. The user can compare the amounts on these financial documents with the corresponding task amounts to ensure that they are accurate.
By integrating MeisterTask with Xero, users can streamline their business processes and manage their day-to-day tasks more efficiently. Since both programs are cloud based, they can be accessed from any computer that has an internet connection.
The process to integrate MeisterTask 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.