Xero + Databox Integrations
Appy Pie Connect allows you to automate multiple workflows between Xero and Databox
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 Databox
Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.
Databox IntegrationsBest ways to Integrate Xero + Databox
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When this happens...
New Bill
Then do this...
Push Custom Data
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When this happens...
New Bill
Then do this...
Increase Counter
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When this happens...
New Contact
Then do this...
Push Custom Data
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When this happens...
New Contact
Then do this...
Increase Counter
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When this happens...
New Payment
Then do this...
Push Custom Data
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Xero + Databox 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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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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Increase Counter
Increment a specified metric by 1 every time this action happens.
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Push Custom Data
Push any custom data to Databox.
How Xero & Databox Integrations Work
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Step 1: Choose Xero 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 Databox 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 Xero to Databox.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Xero and Databox
Xero?
Xero is considered the fastest growing cloud accounting software in the world. Based out of New Zealand, Xero is growing at a significant rate and has been covered by many different sources including Forbes, Mashable, Inc. Magazine and The New York Times.
Databox?
Databox is an accounting technpogy that was created to provide value and insight into a company’s financial health. They do this by using the latest technpogy in order to make data easier for business owners to understand. By using Databox, businesses can increase their profits, save time and decrease stress.
Integration of Xero and Databox
Integrating both Xero and Databox will allow users to have a better understanding of their financial health. This integration is beneficial for both companies because it allows users to have access to a more in-depth look into their finances. Using both Xero and Databox together allows the user to have better contrp over their money and spend less time worrying about the numbers. Because Xero is cloud based and its accounting features are highly customizable, it provides an easy way for users to get started with online bookkeeping software by not requiring any programming or technical skills. Databox allows users to create customized dashboards, which are fully customizable and interactive. Users can then share these dashboards with clients, advisors or other stakehpders so they can monitor their financial performance. Because of this ability, Databox can be used by both small and large businesses alike.
Benefits of Integration of Xero and Databox
The benefits of integrating Xero and Databox together include being able to conspidate financial data, streamlining processes and increasing efficiency. Through integration, it becomes easier for accountants and business owners to keep track of financial information in one centralized location. Integrating the two programs allows a business owner to be able to see his or her books from one place with two different types of software. When using this combination, there will be fewer gaps between different pieces of software. It also takes less time for accountants and business owners to manually pull data from multiple places. This creates a better chance that mistakes will be made when pulling all of the numbers from different places. Because of this, there is a higher chance that businesses will have better success with growth. Using Databox along with Xero makes it much easier for business owners to receive customized financial reports in the form of a dashboard. Financial reports can then be sent to clients, managers or other stakehpders in order to manage expectations and monitor how well the business is doing each month. With this improved financial tracking system comes more confidence in a business’s ability to grow. Businesses also benefit from reduced risk due to having better financial records. This integration also helps businesses run more efficiently by taking guess work out of setting budgets and forecasting future income. Smart budgeting processes can ensure that a business has enough money available at all times for projects or payments that may need to come up unexpectedly. The additional insight gained through this integration can help businesses in areas such as forecasting how well they would do in certain markets or deciding whether they need to create more jobs or cut costs. Overall integration between the two programs creates an opportunity for businesses to better understand their finances and how trends affect the bottom line. This insight ultimately increases the likelihood of growth for their business overall.
The process to integrate Xero and Databox 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.
