Integrate simplesat with Xero

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About simplesat

Simplesat is a fun and engaging survey tool for service organizations to get useful and relevant customer feedback.

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
Xero Alternatives

Looking for the Xero Alternatives? Here is the list of top Xero Alternatives

  • Zoho Books Integration Zoho Books
  • FreshBooks Integration FreshBooks
  • FreeAgent Integration FreeAgent
  • Wave Integration Wave
  • QuickBooks Online Integration QuickBooks Online
  • Bonsai Integration Bonsai
  • Invoiced Integration Invoiced

Best simplesat and Xero Integrations

  • simplesat Integration Xero Integration

    simplesat + Xero

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

    simplesat + Xero

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

    simplesat + Xero

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

    simplesat + Xero

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

    simplesat + Xero

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

    simplesat + {{item.actionAppName}}

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

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

    Triggers
  • New Feedback

    Triggers when new feedback is received.

  • New or Updated Feedback

    Triggers when new feedback is received or update existing feedback.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How simplesat & Xero Integrations Work

  1. Step 1: Choose simplesat 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 simplesat to Xero.

    (2 minutes)

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

Integration of simplesat and Xero

$A. simplesat

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.

$B. Xero

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,

  • Timely tracking of income and expenses
  • Easy bookkeeping
  • Instant reconciliation
  • Automatic asset tracking
  • Integration with external accounts
  • VAT compliance
  • Budgets, forecasts and reports
  • Multi-currency support

    Body

$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.