Connect your Xero account with Zigaflow

Why you should partner Xero with Zigaflow

Xero is great, and we love it. As far as accounting software goes, it has a lot to offer—but one of the biggest advantages when you use Xero is all of the connected apps which you can use alongside it to get the most from your experience.

We have lots of customers using our software parallel to Xero, and the reason is simple: Xero is a fantastic accounting software, but it’s not the main software package to run your business on. While accounting is important, there is so much more that goes into running a business. Your marketing, sales, operations, customer service: all of these need more than you can get from the average accounting software.

Import your contacts

A list of all customers and suppliers are imported from Xero into Zigaflow, so each system has matching customer and supplier data.

Automated invoice import

When an invoice is approved it can be sent automatically to the customer and imported directly into Xero at the same time.

Paid invoice update

When an invoice is paid in Xero the status of the same invoice listed within Zigaflow is automatically updated, so you don't have to update the status manually.

Why Zigaflow's CRM works well with Xero

Zigaflow provides a complete business CRM solution, with a range of modules built-in that complements Xero and help to streamline your business.

Purchase Orders

Import and Export purchase orders seamlessly between Zigaflow and Xero with automatic status updates.

Invoices

Generate invoices that are automatically exported to Xero and emailed to your customers quickly an easily.

Delivery Notes

Automatically generate an invoice for account customers once a delivery note has been signed electronically.

Project management

Manage all your projects from one centralised location so you are kept in the loop on every project.

Stock Control

Stock is allocated to quotes and delivery notes instantly, so all your stock quantities are always up to date.

Jobs management

Generate invoices directly from any job or sales order that is imported directly into Xero and emailed to customers.

Quotes

Create and send quotes within Zigaflow in just a few minutes with automated status updates and progression.

Customer Portals

Allow your customers to view documents and place orders with invoices automatically generated and exported to Xero.

Zigaflow and Xero make it easy

Work seamlessly with Zigaflow and Xero and progress orders with ease.

1

Generate an invoice

Generate an invoice within Zigaflow, either manually or automatically from a job, contract quote or approved quote.
2

Automatically export into Xero

The invoice is emailed directly to the customer or scheduled for a specific date and time, and automatically exported into Xero.
3

Xero invoice processing

Xero can perform invoice processing and payment using a variety of different methods quickly and efficiently with a pay now option.
4

Update invoice status

Once the invoice has been paid, Xero will pass that information back to Zigaflow and update the status of the invoice as well as update the customers credit limit.