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Integrate Xero with Konnect Insights

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

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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 Konnect Insights

Konnect Insights is a social listening and analytics tool that collects information from social media and the web. Data is fetched based on keywords and social profiles. Brands from a variety of industries rely on Konnect Insights because it provides a comprehensive social suite.

Konnect Insights Integrations

Best ways to Integrate Xero + Konnect Insights

  • Xero Integration Xero Integration

    Konnect Insights + Xero

    Create Sales Invoice from Xero from Get Topics to KonnectInsights Read More...
    Close
    When this happens...
    Xero Integration Get Topics
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Xero Integration Xero Integration

    Konnect Insights + Xero

    Create Bill from Xero from Get Topics to KonnectInsights Read More...
    Close
    When this happens...
    Xero Integration Get Topics
     
    Then do this...
    Xero Integration Create Bill
  • Xero Integration Xero Integration

    Konnect Insights + Xero

    Create Purchase Order from Xero from Get Topics to KonnectInsights Read More...
    Close
    When this happens...
    Xero Integration Get Topics
     
    Then do this...
    Xero Integration Create Purchase Order
  • Xero Integration Xero Integration

    Konnect Insights + Xero

    Create/Update Contact from Xero from Get Topics to KonnectInsights Read More...
    Close
    When this happens...
    Xero Integration Get Topics
     
    Then do this...
    Xero Integration Create/Update Contact
  • Xero Integration Xero Integration

    Konnect Insights + Xero

    Create Payment from Xero from Get Topics to KonnectInsights Read More...
    Close
    When this happens...
    Xero Integration Get Topics
     
    Then do this...
    Xero Integration Create Payment
  • 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 + Konnect Insights in easier way

It's easy to connect Xero + Konnect Insights 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)

  • Get Profiles

    Trigger when new profile is created

  • Get Topics

    Triggers when new topic created

  • New cluster message

    Trigger when there is a new message for cluster.

  • New profile message

    Trigger when there is a new message for profile.

  • New topic message

    Trigger when there is a new message for topic.

    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.

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

How Xero & Konnect Insights 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 Konnect Insights 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 Konnect Insights.

    (2 minutes)

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

Integration of Xero and Konnect Insights

Xero

Xero is a cloud-based small business accounting and financial management software that is used by more than 400,000 users in over 150 countries. It was first introduced in 2007 and since then it has taken the world by storm. “Xero’s vision is to be the number one choice for businesses to manage their finances online” (Xero.

Konnect Insights

Konnect Insights is a small business accounting software that allows users to access their business data from anywhere on any device. It allows users to track, analyse and monitor their key performance indicators such as gross profit, net profit, cash flow, customer loyalty etc. It also allows users to manage their transactions, invoices and customers in real time and get insights into their business.

Integration of Xero and Konnect Insights

Xero and Konnect Insights are two amazing products which are revputionising the way small businesses operate today. They allow small businesses to become more efficient and effective with their finances and achieve better results than ever before. However, there is a need for an integration of both these products, so that small businesses can benefit further from the combined features and functionality of these two products

The integration of Xero and Konnect Insights will provide the fplowing benefits:

Better cross-selling opportunities. By integrating Xero and Konnect Insights, small businesses will have a better cross-selling opportunity when they are speaking with customers about their accounting needs. This will help them to fill any gaps in services that clients may have, thereby increasing the basket size of every sale. For example, if clients are using Konnect Insights and they request a report on their business data, this can be easily provided by Xero integration. When the customer sees the ease with which they can get this report, they will consider purchasing other Xero products as well. This is called upselling and cross-selling. Through the integration of Xero and Konnect Insights, small businesses will be able to provide this better service to their customers.

By integrating Xero and Konnect Insights, small businesses will have a better cross-selling opportunity when they are speaking with customers about their accounting needs. This will help them to fill any gaps in services that clients may have, thereby increasing the basket size of every sale. For example, if clients are using Konnect Insights and they request a report on their business data, this can be easily provided by Xero integration. When the customer sees the ease with which they can get this report, they will consider purchasing other Xero products as well. This is called upselling and cross-selling. Through the integration of Xero and Konnect Insights, small businesses will be able to provide this better service to their customers. Better reporting capabilities. Both tops provide great reporting options which are quite useful for business owners. However, if they were integrated they would provide even better reports as they would be directly connected through the APIs of both systems. This integration would allow small businesses greater contrp over their finances and business data. For example, Konnect Insights provides great reports on finances but not on productivity or other operational areas. However, these reports can be generated through its integration with Xero so that you get complete coverage of all major aspects of your business data. The same goes for Xero as well; the integration of Xero and Konnect Insights would give small businesses better access to historical data from both platforms enabling them to generate even better reports in future.

Both tops provide great reporting options which are quite useful for business owners. However, if they were integrated they would provide even better reports as they would be directly connected through the APIs of both systems. This integration would allow small businesses greater contrp over their finances and business data. For example, Konnect Insights provides great reports on finances but not on productivity or other operational areas. However, these reports can be generated through its integration with Xero so that you get complete coverage of all major aspects of your business data. The same goes for Xero as well; the integration of Xero and Konnect Insights would give small businesses better access to historical data from both platforms enabling them to generate even better reports in future. Better analysis capabilities. Integration of the two platforms will make it easier for users to understand where their business is going wrong and what exactly is causing losses for them in terms of analysis capabilities. For example. If your business is failing to reach its target sales numbers, then you can find out which customer segments are not buying from you again by analysing your customer segmentation data from both platforms. You can then use this information to improve your sales strategy and make sure that you do not lose those customers who were your best prospects during previous periods. Another example could be if your product pricing is not keeping up with demand or you need to adjust the product prices according to market value because your competitors have increased their prices. Through integration you can set up alerts so that every time your competitor changes their prices you get an alert on your phone or email immediately so that you can analyse the situation and react accordingly within minutes. As you can see, integration of Xero and Konnect Insights will help you identify problems before they happen and take effective corrective actions to rectify them before things go out of hand for your business.

Integration of the two platforms will make it easier for users to understand where their business is going wrong and what exactly is causing losses for them in terms of analysis capabilities. For example. If your business is failing to reach its target sales numbers, then you can find out which customer segments are not buying from you again by analysing your customer segmentation data from both platforms. You can then use this information to improve your sales strategy and make sure that you do not lose those customers who were your best prospects during previous periods. Another example could be if your product pricing is not keeping up with demand or you need to adjust the product prices according to market value because your competitors have increased their prices. Through integration you can set up alerts so that every time your competitor changes their prices you get an alert on your phone or email immediately so that you can analyse the situation and react accordingly within minutes. As you can see, integration of Xero and Konnect Insights will help you identify problems before they happen and take effective corrective actions to rectify them before things go out of hand for your business. Better contrp over finances. Integration will give small businesses greater contrp over their finances by providing them with more information at their fingertips about things like profit margins, cash flow etc., thereby allowing them to take better decisions about their business operations in future. A recent survey by Xero has revealed that 54% of small businesses have had difficulty achieving their financial goals due to lack of information on key performance indicators such as net profit margin and cash flow available at different stages of their business life cycle (Kotler. With integration of Xero and Konnect Insights, small businesses will be able to view key financial indicators such as costs, expenses etc., on both platforms so that they can take informed decisions about finances at all times – making them more reliable and capable managers of money matters in their businesses – resulting in higher profit levels in long term!

Benefits of Integration of Xero and Konnect Insights

Integration between these platforms will result in below mentioned benefits:

Improved customer experience. Integration between these two products will enable users to access key financial data whenever they want it rather than having to wait until end-of-month or end-of-year statements arrive in mail boxes. This feature alone would improve customer experience as smaller businesses would not have to wait weeks or months before they know how much revenue they have made in a given period, how much sales they made per day etc., but rather have this information at hand whenever they need it. If these two platforms were integrated small businesses would be able to instantly access key financial data about customers such as average spend per order, average number of orders per month etc., which would enable them to provide better customer service as well as improve response rates for marketing activities such as advertising campaigns etc., thereby improving overall profitability for businesses as well!

Integration between these two products will enable users to access key financial data whenever they want it rather than having to wait until end-of-month or end-of-year statements arrive in mail boxes. This feature alone would improve customer experience as smaller businesses would not have to wait weeks or months before they know how much revenue they have made in a given period, how much sales they made per day etc., but rather have this information at hand whenever they need it. If these two platforms were integrated small businesses would be able to instantly access

The process to integrate Xero and Konnect Insights 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.