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Integrate Xero with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Xero and Salesmate.io

  • 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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best Xero and Salesmate.io Integrations

  • Xero Integration Salesmate.io Integration

    Xero + Salesmate.io

    Create Contact to Salesmateio from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Xero Integration Salesmate.io Integration

    Xero + Salesmate.io

    Create Company to Salesmateio from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesmate.io Integration Create Company
  • Xero Integration Salesmate.io Integration

    Xero + Salesmate.io

    Create Deal to Salesmateio from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Xero Integration Salesmate.io Integration

    Xero + Salesmate.io

    Create Activity to Salesmateio from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Xero Integration Salesmate.io Integration

    Xero + Salesmate.io

    Update Contact in Salesmateio when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Xero + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Xero & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Xero and Salesmate.io

Xero

Xero is a cloud based accounting software that is designed to help small businesses and freelancers to manage their finances. Xero is a New Zealand based Company and it is one of the most popular accounting software in the world. It allows the user to invoice, pay bills and make payments, manage cash flow and also manage bank accounts and credit cards. It also has a payrpl function that ensures that all employees are paid appropriately. In addition, it has a Year-end feature where the user will be able to file taxes from within the system. All of these features are available for free if you have less than 20 employees.

Salesmate.io

Salesmate.io is a point-of-sale product that helps retail business owners to manage their inventory and sales. The company was founded by a team of experienced entrepreneurs who have worked on many successful ventures in the past. It allows retailers to track their inventory, manage orders, create customer loyalty programs and also integrate with the point of sale systems such as Square, Shopify, Amazon and Xero. This makes it possible for them to accept payments from any device including mobile phones, laptops and tablets. In addition, the company provides 24/7 support which is available through phone chat or email.

Integration of Xero and Salesmate.io

When a retailer uses Salesmate.io, it helps him to keep track of his inventory and sales. He is able to create a report showing the total sales per day, week or month. This makes it easier for him to make decisions regarding inventory. Furthermore, he is able to see how much inventory he has left which gives him an indication of how much inventory he needs to order to meet demand. With this information, he is able to figure out when he should order new inventory so that he does not run out of stock during peak selling periods. To learn how to integrate Salesmate.io with Xero read the blog written by Salesmate.io here https://blog.salesmate.io/how-to-integrate-salesmate-io-with-xero/.

Benefits of Integration of Xero and Salesmate.io

The benefits of integrating Xero and Salesmate.io are numerous especially for small business owners who use both products. First, they are able to track their sales without having to look at two different platforms which makes it easier to analyze sales data. Second, they are able to spend less time manually entering data because the integration automatically feeds sales information into Xero once they are made by customers on transaction receipts. This saves them time that would otherwise be spent entering data into Xero manually. Third, they are able to generate reports about sales by day, week or month easily by accessing the data in Xero. Finally, they are able to manage their inventory effectively because both the Inventory Management feature in Salesmate.io and Stock Tagging feature in Xero are integrated together which allows them to have accurate records about their inventory levels at any given time.

Integrating Xero and Salesmate.io provides many benefits for small business owners who use both products which makes it easy for them to manage their finances. First, they are able to keep track of their inventory effectively because both systems have an integrated Inventory Management feature that keeps track of their purchases and sales automatically. Second, they are able to track their sales easily by accessing data in one platform without having to look at two platforms at once which saves them time. Third, they are able to generate reports about sales easily by accessing the data in Xero without having to enter information manually into two platforms using different methods. Fourth, they are able to save money because there is no need for them to buy another accounting software for their business.

The process to integrate Xero and Salesmate.io 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.