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Integrate MeisterTask with Xero

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

  • No code
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  • Lightning Fast Setup
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About MeisterTask

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.

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 MeisterTask + Xero

  • MeisterTask Integration Xero Integration

    MeisterTask + Xero

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

    MeisterTask + Xero

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

    MeisterTask + Xero

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

    MeisterTask + Xero

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

    MeisterTask + Xero

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

    MeisterTask + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

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

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

  • 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 Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • 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 MeisterTask & Xero Integrations Work

  1. Step 1: Choose MeisterTask 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 MeisterTask to Xero.

    (2 minutes)

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

Integration of MeisterTask and Xero

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.