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.
Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.Klaviyo Integrations
It's easy to connect Xero + Klaviyo without coding knowledge. Start creating your own business flow.
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)
Triggers on a new event for any metric.
Creates a member.
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.
Creates a member.
Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.
Updates an existing subscriber.
Xero is a cloud-based accounting software that helps small and medium business owners to track and manage their finances easily. It is suitable for both small and medium business owners, but it is more suitable for the smaller businesses as it has features for SMBs such as invoicing, bank reconciliation, reporting and online statements.
Klaviyo is a marketing automation suite for ecommerce companies that integrates with most major ecommerce platforms such as Shopify, Magento, BigCommerce, WooCommerce, Squarespace, Big Cartel, Vpusion, Amazon S3, 2Checkout and Google Shopping. It enables marketers to create targeted emails that are sent to customers based on their behaviour. For example. if a customer clicks on a certain product, he or she will receive an email about that particular product. On the other hand, if a customer hasn't clicked on any products, he or she will receive an email encouraging them to browse through the store.
The integration of Xero and Klaviyo allows users to track sales and analyse data from their website in the same platform. The integration includes Klaviyo's Email Marketing, Product Recommendations and Web Analytics features. Some of the benefits of the integration are detailed below. Additionally, there are also ways to extend the integration to help with marketing automation and customer relationship management (CRM. via Klaviyo's Add-ons.
Benefits of Integration with Xero:
Real-time Data Driven Marketing. By combining real-time data from Klaviyo with your Xero account, you can send highly relevant and personalized emails and retargeting ads to increase your sales. Powerful Analytics. With Klaviyo you can easily get insights into your customers' preferences and purchase history to improve your marketing campaigns. Easy Access to All Your Financial Data. You'll never have to leave Klaviyo or switch between multiple platforms to stay up-to-date on your business information. Instead, you'll have all of your financial data in one place so you can make better decisions and achieve faster growth.
The integration of Xero and Klaviyo is beneficial to many ecommerce businesses including B2C and B2B businesses. Below are some of the benefits of this integration:
Real-time Data Driven Marketing. Being able to view all your store data in one place allows for creating highly targeted campaigns. For example, if a customer has not made any purchases yet, he or she will be encouraged by an email to buy a certain product. On the other hand, if a customer has already purchased some products previously, he or she will be encouraged by an email to purchase other products. As a result, this will increase your conversion rate substantially. Real-time Data Driven Product Recommendations. If a visitor didn't purchase any items yet, he or she will be recommended a specific product via an email or web page. This will encourage him or her to buy that product right away. As a result, this will increase your conversion rate substantially. Customer Relationship Management (CRM). CRM refers to "a system that automates data input, storage, retrieval, manipulation and presentation on behalf of customers." (www.businessdictionary.com. Therefore, it helps you to better manage your customers' accounts and orders which in turn improves customer service. For example, if a customer has not purchased anything after making a certain number of visits to your website, you will be notified so that you can provide better customer service. Additionally, it will also help you reduce your marketing efforts because you will be focusing on customers who are likely to buy something soon. Easy Access to All Your Financial Data. Viewing all financial data in one platform allows e-commerce businesses to make better decisions quickly. For example, you can access data from your accounting software at any time without switching between multiple platforms. With just one login you can access all your financial data instead of logging into several different platforms. Additionally, you don't have to manually enter financial data from your accounting software into another platform since everything will be stored in one place.
This guide covered how to integrate Xero and Klaviyo. However, it is important to note that there are two options when setting up the integration. Webhooks and XML API. The Webhooks option requires less effort from the user since it is less technical; however, it provides limited data compared to the XML API option. On the other hand, the XML API option requires more effort from the user since it is more technical; however, it provides more advanced features than the Webhooks option.
The process to integrate Xero and Klaviyo 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.