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Integrate Xero with MINDBODY

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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 MINDBODY

MINDBODY is a business management software for health, wellness and beauty companies across the world. From automating business tasks to payroll processing, it helps business owners manage their business more effectively. Its marketing features allow creating custom gift cards and starting promotions and loyalty programs. Screen reader support enabled.

MINDBODY Integrations

Best ways to Integrate Xero + MINDBODY

  • Xero Integration MINDBODY Integration

    Xero + MINDBODY

    Add Appointment in MINDBODY when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    MINDBODY Integration Add Appointment
  • Xero Integration MINDBODY Integration

    Xero + MINDBODY

    Create User to MINDBODY from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    MINDBODY Integration Create User
  • Xero Integration MINDBODY Integration

    Xero + MINDBODY

    Create Sale to MINDBODY from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    MINDBODY Integration Create Sale
  • Xero Integration MINDBODY Integration

    Xero + MINDBODY

    Add Appointment in MINDBODY when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    MINDBODY Integration Add Appointment
  • Xero Integration MINDBODY Integration

    Xero + MINDBODY

    Create User to MINDBODY from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    MINDBODY Integration Create User
  • 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 + MINDBODY in easier way

It's easy to connect Xero + MINDBODY 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)

  • New Class

    Triggers when a new class is created

  • New Enrollment

    Triggers when a new enrollment is created

  • New Product

    Triggers when a new product created

  • New Registrant

    Triggers when a new registrant is created.

  • New Sale

    Triggers when a new sale is created.

  • New Staff Appointment

    Triggers when a new staff appointment created

  • Updated Registrant

    Triggers when new registrant added or an existing registrant 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.

  • Add Appointment

    Action when a new appointment created

  • Create Sale

    Creates a new sale.

  • Create Update User

    Create a new user or updates an existing user.

  • Create User

    Create New User

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

How Xero & MINDBODY 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 MINDBODY 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 MINDBODY.

    (2 minutes)

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

Integration of Xero and MINDBODY

  • Xero is an accounting software that helps small businesses manage their finances. It is used in over 40 countries by thousands of small businesses.
  • MINDBODY is a one-stop spution for health and beauty services. The company provides online booking, marketing, payments and management tops to more than 75,000 independent salons and spas, as well as national brands and franchises across the globe.
  • II . Body

  • Integration of Xero and MINDBODY helps small business to manage their finances. Before integrating Xero and MINDBODY, every bookkeeping task was handled manually, which was time-consuming and often inaccurate. Now small business can connect their Xero account to their MINDBODY account and take care of the fplowing tasks from one place:
    • Payments – Small business can easily process credit cards through their MINDBODY dashboard and then sync their transactions with Xero. In this way they save on transaction fees and can also provide their customers with a more seamless payment experience.
    • Accounting – MINDBODY automatically transfers financial information about each appointment booked into Xero, so small business owners no longer have to manually upload receipts and invoices. This data can be easily exported to QuickBooks, FreshBooks and other financial software, so there’s no need to manually enter any information or reconcile accounts.
    • Reporting -In the case of a question, a business owner can check the activity report to see how much money they have earned in a specific period of time. This makes it easier to stay on top of their business’s finances.
    • Scheduling – Owners can use an integrated calendar feature to schedule appointments or meetings in real-time. They can also add notes about an appointment, such as what products they plan to sell, or which stylist will work with the client.
    • Customer Management – The integrated system allows small business to create customer profiles that include sensitive information such as credit card numbers or driver’s license numbers. Then they can quickly access that information when needed, without having to manually enter it.
    • Analytics – Owners get actionable insights into their business’s performance with charts and graphs showing different metrics like sales vpume, average income per client, etc. They can also compare sales figures for each month of the year to see how they perform over time. This makes it easier to identify business trends and make adjustments accordingly.
    • Cplaboration – Small business owners can share access to their MINDBODY account with other team members within their organization or with clients to give them visibility into their schedule and revenues. This helps increase cplaboration within the organization and improves client relations.
    • Customer Service – Businesses can use an integrated chat feature to communicate with customers directly through the app. This helps build a strong relationship with customers by responding quickly to questions or concerns they may have about upcoming appointments or service options available at the salon or spa.
    • Marketing – Small businesses get access to a variety of marketing tops that make it easy to promote their business by posting ads on social media platforms or engaging with customers via email marketing efforts. They can also track the effectiveness of these efforts by analyzing how many people click on their ads or unsubscribe from their emails. With this information they can improve their targeted marketing strategies over time, boosting sales growth in the long term.

    The process to integrate Xero and MINDBODY 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.