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.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Microsoft Exchange IntegrationsXero + Microsoft Exchange
Create Event to Microsoft Exchange from New Bill in Xero Read More...Xero + Microsoft Exchange
Create Event to Microsoft Exchange from New Contact in Xero Read More...Xero + Microsoft Exchange
Create Event to Microsoft Exchange from New Payment in Xero Read More...Xero + Microsoft Exchange
Create Event to Microsoft Exchange from New Sales Invoice in Xero Read More...Xero + Microsoft Exchange
Create Event to Microsoft Exchange from New Quote in Xero Read More...It's easy to connect Xero + Microsoft Exchange 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)
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
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.
Create Event
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Xero is a cloud-based accounting software that was developed in 2007 by New Zealand-based accounting software provider, Xero Limited. The software is designed to simplify business finances and bookkeeping, allowing businesses to manage their expenses, invoices, receipts, payments and bank account transactions (“About Xero”.
Microsoft Exchange is a software application that enables the access of e-mail, calendars and contacts from anywhere, anytime. It also supports integration with other applications such as Word, Excel, PowerPoint and Outlook for cplaboration and sharing purposes. It allows users to access their email from different devices such as smartphones and tablets (“Microsoft Exchange?”.
Xero’s integration with Microsoft Exchange allows users to sync their emails from Microsoft Exchange to Xero. This feature helps businesses to convert their unorganized financial data into a more organized format so that they can understand their financial data better. The synchronization of emails allows users to perform real-time conversion of financial data without manual intervention or the need to use an intermediary software (“Xero & Microsoft Exchange”.
The integration of Xero with Microsoft Exchange has a number of benefits that businesses can enjoy. For example, businesses can streamline data flow through the integration of Xero with Microsoft Exchange since they are able to automatically convert their email communications into financial data through the use of automated workflow processes. In addition, businesses can optimize the process of converting emails into financial data since they do not need to manually convert their emails into financial data anymore. Another benefit that businesses can enjoy through the integration of Xero with Microsoft Exchange is real-time financial data since the financial data is automatically synchronized from emails to the business’s accounting software. Overall, businesses should integrate Xero with Microsoft Exchange or any other similar type of software so that they can experience all of these benefits.
The process to integrate Xero and Microsoft Exchange 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.