Integrate uProc with Xero
Appy Pie Connect allows you to automate multiple workflows between uProc and Xero
- No code
- No Credit Card
- Lightning Fast Setup
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.
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.
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Best uProc and Xero Integrations
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When this happens...
New Bill
Then do this...
Select Tool
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When this happens...
New Contact
Then do this...
Select Tool
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When this happens...
New Payment
Then do this...
Select Tool
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When this happens...
New Sales Invoice
Then do this...
Select Tool
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When this happens...
New Quote
Then do this...
Select Tool
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect uProc + Xero without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Select Tool
Select a tool to perform verification or enrichment
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How uProc & Xero Integrations Work
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Step 1: Choose uProc as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from uProc to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of uProc and Xero
Let’s start with an introduction. uProc? This is a question that many people ask, even those who are familiar with the name of our company. uProc is a document management software that integrates into accounting software. In order to understand this, it is necessary to get acquainted with what uProc is and how it works. uProc is a document management software that can contrp all types of documents – from invoices to purchase orders. Employees have access to uProc and use it to create and fill out various documents. Accounts Payable employees use uProc for creating purchase orders and invoices, while Accounting department uses uProc for producing tax reports and financial statements.
The integration between uProc and Xero allows you to use only one software which will do everything you need in your business. For example, you can create purchase orders in uProc, then change them into invoices in Xero, and finally send a message to the supplier. It’s very convenient. No need to switch between different programs, everything is in one program – uProc!
This integration can be applied to any accounting software, no matter if it is QuickBooks or Sage.
In this part, I will describe how Integration of uProc and Xero works. First of all, it is important to note that integration doesn’t require much time or effort from the users. Everything needed for integration is created automatically by the wizard. There are two main steps in this process:
- Create Xero integration accounts within uProc:
First step is creating user accounts in Xero via the wizard. These accounts will be used for integration with Xero later on. You need to specify Xero credentials here (user ID and password. After the accounts have been created, you can select users who will have access to these accounts.
- Create uProc accounts within Xero:
Second step is creating accounts in Xero via the wizard. These accounts will be used for integration with uProc later on. Xero credentials must also be specified here (user ID and password.
After setting up users and their corresponding accounts, it is necessary to make sure that they are linked together. After that, you can simply integrate the systems and start using them together! Let’s see how this works in practice:
Step 1 – Linking the systems together:
Login to uProc as a user whose account has been created in Xero and go to “Integration menu” -> “Xero link” -> “Link Accounts”. Here you need to find the Xero account that was created before in the wizard (Xero Credentials must be specified here. and select it. Click “Link Accounts” button and finish this step.
Step 2 – Enable the integration:
Login to Xero as a user whose account has been created in uProc (you can do it through the same wizard. and go to “Integration menu” -> “uProc link” -> “Enable Integration”. The wizard will display instructions how to enable integration – fplow them carefully! When done, you will be able to work with both systems simultaneously!
If we were to describe the benefits of Integration of uProc and Xero, we would say that it makes your life easier! Integration allows you to use two software together, so you don’t have to switch between systems manually. This saves time and effort, because you don’t need to move back and forth between systems manually anymore!
The process to integrate uProc 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.