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Integrate YouTube with Xero

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

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About YouTube

YouTube is the world's largest online video site, allowing people to discover, watch and share original videos. It's also home to your favorite music, shows, movies and more.

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.

Xero Integrations

Best ways to Integrate YouTube + Xero

  • YouTube Integration Xero Integration

    YouTube + Xero

    Create Sales Invoice to Xero from New Video By Search in YouTube Read More...
    Close
    When this happens...
    YouTube Integration New Video By Search
     
    Then do this...
    Xero Integration Create Sales Invoice
  • YouTube Integration Xero Integration

    YouTube + Xero

    Create Bill to Xero from New Video By Search in YouTube Read More...
    Close
    When this happens...
    YouTube Integration New Video By Search
     
    Then do this...
    Xero Integration Create Bill
  • YouTube Integration Xero Integration

    YouTube + Xero

    Create Purchase Order to Xero from New Video By Search in YouTube Read More...
    Close
    When this happens...
    YouTube Integration New Video By Search
     
    Then do this...
    Xero Integration Create Purchase Order
  • YouTube Integration Xero Integration

    YouTube + Xero

    Create/Update Contact to Xero from New Video By Search in YouTube Read More...
    Close
    When this happens...
    YouTube Integration New Video By Search
     
    Then do this...
    Xero Integration Create/Update Contact
  • YouTube Integration Xero Integration

    YouTube + Xero

    Create Payment to Xero from New Video By Search in YouTube Read More...
    Close
    When this happens...
    YouTube Integration New Video By Search
     
    Then do this...
    Xero Integration Create Payment
  • YouTube Integration {{item.actionAppName}} Integration

    YouTube + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect YouTube + Xero in easier way

It's easy to connect YouTube + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Video

    Trigger when a new video is uploaded by a specific YouTube username.

  • New Video By Search

    Trigger when a new video is uploaded that matches a specific search string.

  • New Video In Channel

    Trigger when a new video is published to a specific YouTube channel.

  • New Video In Playlist

    Trigger when a new video is added to a specific playlist. Note does not work for your 'watch later' playlist.

  • 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)

    Actions
  • Upload Video

    Post a video to your channel.

  • 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 YouTube & Xero Integrations Work

  1. Step 1: Choose YouTube 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 Xero 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 YouTube to Xero.

    (2 minutes)

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

Integration of YouTube and Xero

YouTube?

YouTube is an online video-sharing website owned by Google. It offers a variety of content, including movies, TV shows, music videos, short videos and video blogs, for streaming free, with advertisements interrupting each shown clip.

Xero?

Xero is an accounting and invoicing software application. It is designed to help small businesses manage their finances online.

Integration of YouTube and Xero

YouTube and Xero have been integrated. The integration allows sales reps to process orders created on YouTube from within Xero. It enables them to do this directly from the YouTube order page so that they do not have to duplicate data entry effort or double-post information.

The youtube integration with Xero is available in all countries where Xero is currently offered. Xero customers can access the integration through the API interface or by using the YouTube Salesforce App.

Benefits of Integration of YouTube and Xero

Integration of YouTube and Xero gives great benefits to the users as it helps them in many ways such as:

  • Easy ordering via YouTube. This integration makes it easy for the users to place orders from their YouTube channel. They can add items to their cart on the YouTube channel directly from any video without leaving the site. After adding items to the cart, they can verify shipping address and complete the purchase right there without leaving YouTube.
  • Duplicate work avoided. This integration eliminates the need to duplicate data entry as users can now transfer purchases made on YouTube to Xero sales orders. If a customer has made a purchase on YouTube and wants his salesperson to take care of the order, then he can simply use this integration to transfer the order details from YouTube to Xero. This step is very important because entering item details such as price, quantity and description twice is a waste of time and resources for both parties invpved. When a sale is made on YouTube, all of the product details are passed into an API request that will be sent to Xero. In order to make sure that this process is successful, the user will have to ensure that he has already completed some basic setup steps in both systems as described in the documentation for both systems.
  • Customer satisfaction. As for customers, this integration will work really well for them as well because they will now receive an email confirmation after their order has been placed on YouTube. This integration also makes it easier for them to view their order history on YouTube due to which they will never miss out any important information regarding their order. Integration of YouTube and Xero helps customers in many ways such as:

  • Customers can easily check their order status on YouTube without having to log in to another system like Xero. All they have to do is just visit their account’s My Orders page where they will find all details related to their orders.
  • Customers can receive an email confirmation after placing an order on YouTube. This email will contain details such as order number, total amount due, shipping method and tracking number for the order. The email will also include a link through which they can go back to their order on YouTube and view additional details regarding their order such as final cost, date of shipment and tracking information.
  • Customers can also view their product history on YouTube due to which they will never miss out any important information regarding their order such as when product was shipped, when it was delivered or when any action was taken by the seller on any particular order. They can also see details about refunded orders along with other actions taken by the seller such as resending a new item due to a damaged one being received by their customer.
  • Customers can also use this integration to place an order from their own computer instead of visiting your company’s website and placing an order online manually. For this purpose, you will have to enable the option ‘Enable embedded selling’ in your Integration Settings tab under Help & Settings section in Xero account. This option will create a copy of your products page on YouTube so that customers can access it from any device without having to log into your company’s website or app for viewing product details or placing an order.
    • Efficient workflow. With this integration, you can now streamline your workflow process and improve overall efficiency of your business operations as well as reduce costs by eliminating manual data entry tasks and redundant processes between Xero and Google Merchant Account (GMA. This integration also helps you increase productivity of your business as it eliminates redundant tasks and improves productivity by enabling you to avoid unnecessary mistakes that may occur during manual data entry or re-keying of information which may give rise to customer dissatisfaction and loss of sales revenue in long run. Integration of YouTube and Xero helps users in many ways such as:

    The process to integrate YouTube and Xero 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.