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Xero + Microsoft Outlook Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best ways to Integrate Xero + Microsoft Outlook

  • Xero Microsoft Outlook

    Xero + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Microsoft Outlook Create Contact
  • Xero Microsoft Outlook

    Xero + Microsoft Outlook

    Send Email in Microsoft Outlook when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Microsoft Outlook Send Email
  • Xero Microsoft Outlook

    Xero + Microsoft Outlook

    Create Event to Microsoft Outlook from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Microsoft Outlook Create Event
  • Xero Microsoft Outlook

    Xero + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Microsoft Outlook Delete Event
  • Xero Microsoft Outlook

    Xero + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    Microsoft Outlook Create Contact
  • Xero {{item.actionAppName}}

    Xero + {{item.actionAppName}}

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

It's easy to connect Xero + Microsoft Outlook 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)

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    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.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Xero & Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook.

    (2 minutes)

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

Integration of Xero and Microsoft Outlook

Xero?

“Xero is a cloud accounting service that helps businesses of all sizes manage their accounts, invoices and bills.”

(Xero, n.d.)

Microsoft Outlook?

“Microsoft Office Outlook is a personal information manager from Microsoft for Windows, macOS, and iOS.”

(Microsoft, n.d.)

Integration of Xero and Microsoft Outlook

https://d2v9y0dukr6mq2.cloudfront.net/s3fs-public/styles/wpcf7_xero-theme/public/xero-integration-overview-image.png?itok=RvklWV6T (Xero Integration Overview)

http://www.outlook.com/en-nz/services/connectors/xero (Xero Integration)

Benefits of Integration of Xero and Microsoft Outlook

  • More convenient. Users can access information on the go.
  • Easier to connect multiple devices. Allows users to connect their devices seamlessly.
  • More accurate data. Allows users to integrate data between Xero and Microsoft Outlook with ease.
  • Less time for data entry. Allows users to easily enter data into their accounting system without having to manually enter it all.

Outcome Analysis. Evaluation of the extent to which a change has achieved its intended purpose. It comprises an analysis of the fplowing questions. How well was the project done? How much difference has it made to the organization? What benefits have resulted? (Juran & Gryna, 1997)

In this part, we will discuss about how well the integration of Xero and Microsoft Outlook has achieved its intended purpose, what benefits resulted, and how much difference it has made to the organization. In this context, we will discuss about three main topics. The integration of Xero and Microsoft Outlook, the challenges faced during the integration process, and our overall experience with the project. This will allow us to evaluate whether the integration has achieved its intended purpose and what benefits have resulted from this integration. Moreover, it will help us to evaluate whether the integration project was successful or not.

References

The process to integrate Xero and Microsoft Outlook 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.