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Integrate Xero with Tookan

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

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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 Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

Tookan Integrations

Best ways to Integrate Xero + Tookan

  • Xero Integration Tookan Integration

    Xero + Tookan

    Add Customer in Tookan when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Tookan Integration Add Customer
  • Xero Integration Tookan Integration

    Xero + Tookan

    Add Agent in Tookan when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Tookan Integration Add Agent
  • Xero Integration Tookan Integration

    Xero + Tookan

    Create a Pickup Task to Tookan from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Tookan Integration Create a Pickup Task
  • Xero Integration Tookan Integration

    Xero + Tookan

    Create a Delivery Task to Tookan from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Tookan Integration Create a Delivery Task
  • Xero Integration Tookan Integration

    Xero + Tookan

    Create an Appointment Task to Tookan from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Tookan Integration Create an Appointment Task
  • 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 + Tookan in easier way

It's easy to connect Xero + Tookan 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 Task

    Trigger when new task 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.

  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

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

How Xero & Tookan 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 Tookan 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 Tookan.

    (2 minutes)

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

Integration of Xero and Tookan

Xero and Tookan are cloud accounting software, which are used by many accountants. Xero has been a popular accounting software in New Zealand since it was originally launched in 2007. On the other hand, Tookan is a recently released accounting software that has been gaining popularity in New Zealand and Australia.

Integration of Xero and Tookan

Nowadays, there are many cloud accounting software that are available for accountants to use. With so many choices, accountants are getting confused on which one is the best for them. Many businesses out there have different requirements and preferences when choosing an accounting software. That’s why integrating some of the best cloud accounting software will help accountants with their business. There are two ways to integrate cloud accounting software such as Xero and Tookan. One is using the Xero bank feeds that can be imported into Tookan through its API. The second way is the integration of both systems via Xero’s App Marketplace.

Xero and Tookan can work together by having an integrated interface between the two software. Accountants can then create a Xero template and import it into Tookan. They can also use the Xero bank feeds that are imported into Tookan via its API. On the other hand, accountants can access multiple accounting software from a single platform. This means that if they want to compare accounts from their different cloud accounting software, they just need to press a button from a single location.

Benefits of Integration of Xero and Tookan

Integration of Xero and Tookan can benefit both parties. Accountants will be able to manage their accounting more efficiently and effectively. They will be able to send invoices directly to their clients without having to log into Xero or Tookan individually. Doing so will save time and effort as they don’t need to log into different systems. They also won’t need to use two different passwords to log into two different systems. They would only need to use one password to log into both systems. It would also help accountants with reporting as they will be able to see the reports they created in Xero reflected in Tookan instantly. As mentioned above, they can also compare accounts from different cloud accounting software in one place by using the Xero App Marketplace. This helps them analyse better than before.

After reading this article, I hope you have gained a better understanding of how Xero and Tookan work together. If you’re a business owner, I encourage you to consider integrating your cloud accounting software in your business to help you improve your productivity and efficiency.

The process to integrate Xero and Tookan 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.