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Integrate Xero with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best Xero and SharePoint Integrations

  • Xero Integration Xero Integration

    SharePoint + Xero

    Create Sales Invoice to Xero from New List in SharePoint Read More...
    Close
    When this happens...
    Xero Integration New List
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Xero Integration Xero Integration

    SharePoint + Xero

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

    SharePoint + Xero

    Create Purchase Order to Xero from New List in SharePoint Read More...
    Close
    When this happens...
    Xero Integration New List
     
    Then do this...
    Xero Integration Create Purchase Order
  • Xero Integration Xero Integration

    SharePoint + Xero

    Create/Update Contact to Xero from New List in SharePoint Read More...
    Close
    When this happens...
    Xero Integration New List
     
    Then do this...
    Xero Integration Create/Update Contact
  • Xero Integration Xero Integration

    SharePoint + Xero

    Create Payment to Xero from New List in SharePoint Read More...
    Close
    When this happens...
    Xero Integration New List
     
    Then do this...
    Xero Integration Create Payment
  • 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 + SharePoint in easier way

It's easy to connect Xero + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

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

How Xero & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Xero and SharePoint

Xero?

Xero is an accounting software that helps businesses in contrpling their finances easily. It is quite a user-friendly accounting software with its unique features that help in simplifying the financial management of companies. The main aim behind developing Xero was to ease the accounting process for small and medium enterprises (SMEs. Also, it has other features like customised invoices, human-readable reports, etc.

SharePoint?

SharePoint is a web-based enterprise cplaboration platform for creating and managing documents, contacts, tasks, calendars, and much more. It is used by millions of organizations worldwide for sharing information and cplaborating effectively. SharePoint is a server-based software which can be installed on a dedicated server or rented from a hosting company.

Integration of Xero and SharePoint

With the integration of Xero with SharePoint, the companies now can easily manage all their financial data from one single platform. The integration makes it easy for the company to view their financial transactions on both the platforms.

The integration of SharePoint and Xero can make your business more productive and streamlined as you will be able to carry out day-to-day tasks smoothly without any issue. The integration of SharePoint and Xero allows you to access all your financial data easily from any location and this saves both time and money. Also, you don’t have to pay for extra accounts or software just one account and software for everything!

Benefits of Integration of Xero and SharePoint

Assets management . With the integration of Xero and SharePoint, you can quickly view the details about your assets like vendor details, purchase orders, etc. This will let you know if your assets are being utilized properly or not.

. With the integration of Xero and SharePoint, you can quickly view the details about your assets like vendor details, purchase orders, etc. This will let you know if your assets are being utilized properly or not. Teamwork . When you have integrated your Xero and SharePoint accounts, you will be able to share information quickly with your team members because they will be able to view all your financial information in real time. They can also add comments about it while viewing it. This allows them to work together in a better way.

. When you have integrated your Xero and SharePoint accounts, you will be able to share information quickly with your team members because they will be able to view all your financial information in real time. They can also add comments about it while viewing it. This allows them to work together in a better way. Monitor cash flow . You can easily track the cash flow in real time with the integration of Xero and SharePoint as both the applications allow real-time data flow between them. This will enable you to take decisions regarding cash flow in real time.

. You can easily track the cash flow in real time with the integration of Xero and SharePoint as both the applications allow real-time data flow between them. This will enable you to take decisions regarding cash flow in real time. Easy tracking . When you want to track something, it becomes easier with the integration of Xero and SharePoint as both the applications enable real-time sharing of information between them. With the integration of these applications, you can find out information quickly when you need it and thus save time and costs.

. When you want to track something, it becomes easier with the integration of Xero and SharePoint as both the applications enable real-time sharing of information between them. With the integration of these applications, you can find out information quickly when you need it and thus save time and costs. Automate processes . With the integration of Xero and SharePoint, you can automate some processes that are repetitive in nature so that they become easier for you to handle. This will save your time which would have been wasted on doing those tasks manually. Hence, automating repetitive tasks will also save up on costs for you.

. With the integration of Xero and SharePoint, you can automate some processes that are repetitive in nature so that they become easier for you to handle. This will save your time which would have been wasted on doing those tasks manually. Hence, automating repetitive tasks will also save up on costs for you. Easy monitoring . With the integration of Xero and SharePoint, it becomes easy for you to monitor expenses made by different departments or teams in real time since they are allowed to see each others data in real time. Thus, they will become aware of each others expenses which will help them make smart decisions about how they spend money. This will help you reduce expenditure at different levels of your organization.

. With the integration of Xero and SharePoint, it becomes easy for you to monitor expenses made by different departments or teams in real time since they are allowed to see each others data in real time. Thus, they will become aware of each others expenses which will help them make smart decisions about how they spend money. This will help you reduce expenditure at different levels of your organization. Get an overview . One of the biggest advantages of integrating Xero and SharePoint is that you get an overview about every aspect of your business without looking into different systems. This helps you take strategic decisions easily without bothering about getting into too many details or losing contrp over things at different levels of your organization.

The process to integrate Xero and SharePoint 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.