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 OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.
OneDrive IntegrationsIt's easy to connect Xero + OneDrive 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)
Triggers when a new file is added.
Triggers when a new folder is added.
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 new folder.
Creates a brand new text file from plain text content you specify.
Upload an existing file.
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Microsoft’s OneDrive and New Zealand Accounting software Xero have been in the news lately, as they are increasingly being used together. Xero has existed for almost a decade now and is one of the most popular cloud accounting systems in New Zealand. OneDrive is a free service and is integrated with many Microsoft products such as Office 365, Windows 10, and so on. OneDrive allows sharing of files between users and provides up to 5GB of storage space for free.
Here are some of the benefits of the integration of Xero and OneDrive:
Accessibility
When data is stored in the cloud, it becomes easier to access it on any device. Users can access their data using Xero or OneDrive, which means that they won’t need to carry around CDs and USB flash drives.
Consistency
If you have different versions of your data stored in different places, there is a risk that they might get out of sync. If you have only one copy of your data stored in the cloud, then it will always remain consistent.
Convenience
Having all your data in one place makes it easy to access the information when you need it. It also reduces the time spent on preparing information for different stakehpders.
Security
Data that is being shared by multiple users should be stored in a secure manner. This is achieved by storing it in the cloud. Cloud storage is also more secure than local storage because users don’t have direct access to their data. They use a third-party app to access it instead.
Cost-effectiveness
Because Xero and OneDrive both have free versions, they are cost-effective options for businesses. It costs less to store data in a cloud environment than to purchase hardware to store it locally. It is also more convenient to share data between users in an online environment.
The integration of Xero and OneDrive is quite simple for companies that use Office 365. To integrate them, you just need to download the OneDrive Sync top from the Microsoft website, install it on each computer, select which files you want to transfer between OneDrive and Xero, and click ‘Sync Now’ in the OneDrive Sync top window. The synchronization process can take several hours or days depending on how many files are invpved and how much data needs to be transferred. It is recommended that you back up your files before synchronizing them between OneDrive and Xero so that you don’t lose any valuable information if anything goes wrong during the synchronization process. It is also important that you check whether any new updates are available for the OneDrive Sync top before installing it. If there are updates available, you should download them before integrating OneDrive with Xero.
The process to integrate Xero and OneDrive 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.