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.
Xero fuss necessary
Connect your Xero account to Zigaflow for the ultimate business management system.
Handle all of your processes across sales operations and service, all of which is customised to suit the way your business works.
Automatically create and send invoices from quotes, sales orders or jobs based on rules you choose. Post these invoices into Xero account without lifting a finger, and work through your bank feed in zero to update the corresponding records in Zigaflow.
Use this integration to save time across your whole business, increase your sales, and keep your customers coming back for more.
Zigaflow and Xero make it easy
Work seamlessly with Zigaflow and Xero and progress orders with ease.
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Generate an invoice
Generate an invoice within Zigaflow, either manually or automatically from a job, contract quote or approved quote.
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.
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Xero invoice processing
Xero can perform invoice processing and payment using a variety of different methods quickly and efficiently with a pay now option.
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.
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Key features
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.
Import customers and suppliers
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 to the customer automatically and imported to 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.
