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.
moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.moosend Integrations
It's easy to connect Xero + moosend 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)
Trigger once new subscriber coming in the list.
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.
Creates a subscriber.
Unsubscribe member from all and targeted mailing list.
To integrate the two products, the user must first have an account with Xero and then use their login credentials. The user must also have an account with moosend as well as a unique token. These tokens are created by the user’s developer. To do this, the user must go to their developer panel and enable the mooseend integration feature. Then, the user will create a developer token. Finally, the user will enter all of these details into his/her Xero account. Once this is done, the user can start using the integration features by going to “Reports” in his/her Xero account. This will bring up a report that includes accounts that were created and invoices that were generated by moosend that have been added to Xero automatically.
The benefits of integrating Xero with moosend include:
· Real-time data. Users can track their sales and revenue in real time through this integration. They can get insights about new customers, billing activity, usage metrics and more.
· Automatic Invoice generation. Using this integration feature, customers can automatically generate invoices for all purchases made on moosend with just one click. This makes it easy to keep track of revenues and billing activity.
· Easy invoice management. By integrating Xero with moosend, users can easily manage invoices from moosend through their Xero account. They can access all the information related to invoices in one place without having to use multiple apps at once. The users can also download invoice details into their accounting software for further review.
· Easy accounting. Using this integration feature, users can manage their customer accounting system easily without having to manually enter each invoice into their Xero account separately. This saves them time and effort and allows them to focus on other important tasks like marketing or product development.
Integration of Xero with moosend does have many benefits for both developers and users who are using both products. Through this integration, users can save time by not having to manually enter data into their Xero account. Additionally, it provides them with business insights that they would not otherwise have known otherwise.
The process to integrate Xero and moosend 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.