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
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 IntegrationsBest ways to Integrate Xero + MINDBODY
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When this happens...
New Bill
Then do this...
Add Appointment
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When this happens...
New Bill
Then do this...
Create User
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When this happens...
New Bill
Then do this...
Create Sale
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When this happens...
New Contact
Then do this...
Add Appointment
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When this happens...
New Contact
Then do this...
Create User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Xero + MINDBODY without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New Class
Triggers when a new class is created
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New Enrollment
Triggers when a new enrollment is created
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New Product
Triggers when a new product created
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New Registrant
Triggers when a new registrant is created.
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New Sale
Triggers when a new sale is created.
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New Staff Appointment
Triggers when a new staff appointment created
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Updated Registrant
Triggers when new registrant added or an existing registrant is updated.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Add Appointment
Action when a new appointment created
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Create Sale
Creates a new sale.
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Create Update User
Create a new user or updates an existing user.
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Create User
Create New User
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How Xero & MINDBODY Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick MINDBODY as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to MINDBODY.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Xero and MINDBODY
II . Body
- 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.
