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Integrate Xero with BulkGate

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

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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.

About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Xero + BulkGate

  • Xero Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Xero Integration BulkGate Integration

    Xero + BulkGate

    Send Promotional SMS in BulkGate when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • Xero Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Xero Integration BulkGate Integration

    Xero + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • Xero Integration BulkGate Integration

    Xero + BulkGate

    Send Transactional SMS in BulkGate when New Payment is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

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

How Xero & BulkGate Integrations Work

  1. Step 1: Choose Xero 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 BulkGate 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 Xero to BulkGate.

    (2 minutes)

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

Integration of Xero and BulkGate

Xero?

Xero is cloud based accounting software that is specially designed for small and medium enterprises. It offers a simple and easy to use interface with a wide range of functions, enabling users to manage their finances easily and effectively.

BulkGate?

Xero Bulk Gateway is a spution for businesses that want to automate many time-consuming tasks – such as sending invoices, receipts and payments – from Xero to QuickBooks or Sage 50. The spution can be set up in minutes, allowing you to export your data from Xero to Quickbooks or Sage 50 within seconds.

In this section, I will discuss the integration of Xero and BulkGate.

Integration of Xero and BulkGate

There are a few ways of integrating Xero and BulkGate. One way is through a direct integration. This method requires a connection between your computer’s web browser and your accounting software. Another way is through a desktop application that allows you to sync data from Xero into your accounting software. In the case of Xero and BulkGate, this application is called “BulkGate Desktop Application”. A third way is through a gateway connection. In this case, the accounting software connects with the gateway application, which then connects with Xero. The gateway then transfers data into the accounting software.

Benefits of Integration of Xero and BulkGate

The integration of Xero and BulkGate has many benefits, including:

  • The ability to transfer customers’ contact details, invoices, expenses and payment details directly into QuickBooks or Sage 50. This means that business owners can save hours each month by not having to manually enter customer information, invoice details or credit card details into their accounting software.
  • The ability to synchronise sales orders, quotes and purchases directly into QuickBooks or Sage 50. This feature makes it possible for business owners to ensure that they always have current, accurate information about their inventory levels at all times. They also don’t have to worry about manually entering any information into the accounting software.
  • The ability to generate invoices directly from an accounting software like QuickBooks or Sage 50. Instead of generating an invoice in the accounting software and then exporting it to Xero for printing, business owners can now simply generate an invoice in the accounting software and let BulkGate take care of the rest. This saves them time and ensures that they do not make mistakes while creating invoices.

In conclusion, I recommend using the integration of Xero and BulkGate. This integration helps to create an integrated workflow that will automatically transfer data between accounting software systems and help to save time by eliminating manual processes. Furthermore, this integration gives you access to more powerful tops that will help you to run your business more efficiently.

The process to integrate Xero and BulkGate 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.