Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
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 IntegrationsIt's easy to connect Slack + Xero without coding knowledge. Start creating your own business flow.
Triggers upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
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)
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
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.
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Slack is an online communication software which integrates all your workplace communication into one centralized application, including online office messaging, archiving, file storage and cloud-based voice and video chat. Slack is free for teams of up to 10 people. After that, it’s $6.67 per person per month.
Xero is a cloud accounting software designed specifically for small businesses. It’s used by over 750,000 customers in 190 countries and has more than 1 million paying users.
Here, we will explain how to integrate Slack and Xero in order to get the most out of both applications.
Go to slack, click on ‘Slash Commands’ and then on ‘Manage Apps’. Here, search for ‘Xero’. Then click on ‘Add Configuration’ and select a channel you want to receive notifications from. When you’re done, click on ‘Done’. You are now able to start chatting with the bot!
To connect Slack and Xero, go to Slack and go to ‘Apps & Integrations’ > ‘Connected Apps’ > Xero. Then click on ‘Connect To Xero’. You will see some information about the integration such as your API key, which you need for further configuration of your app. Click on ‘Save Integration’ and you are now ready to use both apps!
When you want to get notifications from Slack, you need a specific slash command in the format /xero <command>. In this example, we will add slash commands for a customer invoice payment. /xero pay <invoice amount> <customer name> <customer invoice number>. The bot will automatically send a notification to the designated channel. If you want to configure other slash commands, simply return to the integration page and activate the options you want. For example, you can set up a slash command to view a customer’s account balance. /xero account balance <customer name>.
In order for Slack notifications to be displayed correctly, you have to make sure that your company details are correct in Xero. Please fplow these steps:
Go to ‘Settings’ → ‘Company Details’ → ‘Company logo’. Add logo image from upload or URL. Change the Company Name if necessary Go to ‘Settings’ → ‘Company Details’ → ‘About Us’. Change the Company Description if necessary Go to ‘Settings’ → ‘Company Details’ → ‘Contact Details’. Change the Company Address if necessary Go to ‘Settings’ → ‘Company Details’ → ‘Email Reports’. Select either ‘Automatically create reports when invoices are created’ or leave it at the default settings (no email reports. Click on ‘Save’ when done. Go to ‘Settings’ → ‘Preferences’ → ‘Notifications’. Check the box next to “Send me a notification” and make sure that the option below is selected. “Notify me whenever a new comment is posted on my activity feed items or documents I am mentioned in”. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner. You will see some information about your company logo, about us text and email report settings. Click on Edit icon next to company logo and edit your company logo again (steps 1-5. Click on Edit icon next to about us text and edit your about us text again (steps 2-5. Click on Edit icon next to email reporting settings and check the box next to email reports (steps 3-6. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 7-8. You will see some information about your company logo, about us text and email report settings one more time. Click on Edit icon next to company logo one more time (steps 1-6. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 1-2. You will see some information about your company logo , about us text and email report settings one more time. Click on Edit icon next to about us text one more time (steps 2-5. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 1-2. You will see some information about your company logo , about us text and email report settings one more time. Click on Edit icon next to email reporting settings one more time (steps 3-8. Check the box next to email reports one more time (steps 4-8. Click on Save when done. Now you are ready to use Xero and Slack together! Good luck!
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