Integrate SharePoint with Xero

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Xero Integrations

  • SharePoint Integration Xero Integration

    SharePoint + Xero

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

    SharePoint + Xero

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

    SharePoint + Xero

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

    SharePoint + Xero

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

    SharePoint + Xero

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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 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 SharePoint & Xero Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Xero.

    (2 minutes)

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

Integration of SharePoint and Xero

SharePoint?

SharePoint is a platform that is used by organizations for cplaboration. It provides users with a common platform where they can share information and documents. It can be used to manage projects, organize data, and share critical information and documents.

Xero?

Xero is an accounting software which provides people with the ability to manage their finances. The accounting software allows users to view their income and expenses as well as manage invoices, reconcile accounts, and pay bills. It can also be used to track time spent on tasks and projects.

Integration of SharePoint and Xero

In the modern business world, it has become necessary for businesses to adopt cloud-based sputions. Even though SharePoint is a cloud-based spution, it is not integrated with Xero accounting software. However, integration of both the platforms will open up several doors of opportunities. Some of these opportunities are listed below:

The two platforms allow users to improve efficiency by using them in conjunction. The integration allows users to get all important information about their business in one place. For example, if a user wants to look at the total amount of money spent on payrpl, he/she can do so by going through the respective reports in both the platforms. In addition to this, users can view the number of hours spent on each payrpl activity. This helps them in making sure that they are spending their time efficiently.

The two platforms can be used together to make changes in real time. For example, when an employee makes an adjustment in his/her pay rate, this change will automatically reflect in the system in real time as the software is integrated. This means that employees will get paid correctly which leads to improved productivity.

The two platforms can be used together to manage projects effectively. For example, both the platforms will help users manage their projects in a centralized manner. This will reduce the amount of time and effort users need to spend on keeping track of all project related information. Another positive thing about using the two platforms together is that it will help users get access to relevant information at any point in time. This information can help users make important decisions about the project at hand.

The two platforms work seamlessly together which leads to reduced administrative overhead and increased productivity. Both the platforms can be used in conjunction with other business applications such as Microsoft Dynamics 365, SAP Business One, QuickBooks Online, etc. This also helps in improving efficiency while streamlining business processes.

Benefits of Integration of SharePoint and Xero

By integrating SharePoint and Xero, organizations will get many benefits such as:

SharePoint allows organizations to keep track of all important documents in one place. It also allows organizations to securely store all business information such as customer information, financial data, etc. In addition to this, SharePoint allows users to create websites, blogs, and wikis which helps them in creating content related to their business. They can also use it for communication purposes as it provides them with a platform to cplaborate with their coworkers using email features and instant messaging services.

Xero allows organizations to manage their finances effortlessly. They can keep track of how much money they have in the bank and how much they owe others at any given point in time using its tops and features. Furthermore, it allows users to monitor their cash flow on a real-time basis which helps them make decisions accordingly. It also allows users to manage their invoices, track time spent on various activities, and reconcile accounts on a real-time basis. Users can also use its tops and features for tasks like tax returns filing or paying bills by simply connecting it to other applications such as QuickBooks Online.

The process to integrate SharePoint 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.