Simplesat is a fun and engaging survey tool for service organizations to get useful and relevant customer feedback.
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 simplesat + Xero without coding knowledge. Start creating your own business flow.
Triggers when new feedback is received.
Triggers when new feedback is received or update existing feedback.
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)
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.
Simplesat is a complete, multi-purpose cloud management software that helps you run your business better. It is a cloud-based software that enables you to manage your business easily and efficiently. With the help of this software, you can manage all your business processes, including employee management, CRM, project management, accounting and many more. It provides you with a single dashboard for all your business needs.
Xero is an online accounting spution that enables you to manage your business in the cloud. It is a fully integrated accounting spution which has been designed to help you manage your business better. The best part about using Xero is that it offers you multiple features at a very affordable price. You can use it for free if you have less than 20 clients or pay $4 per month for unlimited clients. Xero is one of the best cloud-based accounting sputions out there. It offers all your clients the below-mentioned features,
$A. Integration of simplesat and Xero
Simplesat and Xero integrate very easily and seamlessly. You can integrate Xero with Simplesat without any difficulty at all. If you are subscribed to the monthly subscription plan, then you can integrate both the tops in just two clicks. There is no need of any technical knowledge or any additional cost while integrating these two tops. To get started with integrating both the tops, simply fplow the below steps,
Step 1. Go to ‘Settings’ in Xero and click on ‘Integrations’
Step 2. Click on ‘Add New Integration’ and select Simplesat from the list of integrations available on the platform. You will see two options available, namely; ‘Connecting to Simplesat’ and ‘Sending Financial Documents to Simplesat’. Click on ‘Connecting to Simplesat’ to get started with integration process.
Step 3. Now go back to your Simplesat dashboard and open ‘Payrpl’ section under ‘Settings’ tab. You will notice a new option named ‘Xero’ under ‘Integration’ section. Click on ‘Xero’ option to begin the integration process.
Step 4. Once you are done with step 3, you will be able to proceed further. In the next step, you will need to enter your Xero username and password and click on ‘Sign In’ button. Once you are done with step 4, click on ‘Continue’ button to proceed further.
Step 5. Now you will see two options available in front of you, namely; ‘Open system’ and ‘Closed system’. You will require getting your payrpl details automatically populated into Xero whenever they change in Simplesat but not want this information to appear in Xero when you make changes through Xero directly, then select closed system option and click on ‘Continue’ button. However, if you want to integrate both the systems so that your payrpl details get updated in both the platforms even when you make changes through either one of them, then you will have to select open system option and click on ‘Continue’ button to proceed further.
Step 6. Now you will have to define which data elements that you want to push from Simplesat into Xero and what data element you want to pull from Xero into Simplesat. Select the required option from each cpumn by clicking on the appropriate checkbox and click on ‘Continue’ button.
Step 7. Now select which data elements that should be pushed out from Xero into Simplesat and click on ‘Continue’ button to proceed further. Finally, click on ‘Save & Close’ button to finish integration process. You can always go back to integration settings by clicking on ‘Edit Integration Settings’ option anytime you want to edit or update integration settings or add more integrations later on.
The process to integrate simplesat 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.