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Integration with other products

← Customer Feedback for Xero API

Please let us know here what products you’d like to see integrated with Xero. In most cases, Xero won’t be able to build an integration ourselves, but if it receives enough votes, we will make contact with the other product and see what we can do.

Please note this is to track suggestions for integration ideas – we cannot guarantee an integration will be possible.

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4 results found

  1. Integrate Xero API with Microsoft Flow

    Integrate with Microsoft Flow (https://flow.microsoft.com) to enable better integrations into Office 365 and other MS products (similar in many respects to Zapier). The number of potential opportunites for integraiton into the O365 and Microsoft ecosystem.
    This was orginally mentioned in Xero Business Community.
    https://community.xero.com/business/discussion/64732533/

    Here is one potential scenerio:
    Issue an invoice from Xero > Flow grabs the PDF of the invoice and stores to a SharePoint Online Document Library with appropiate MetaData for sharing and Data Loss Prevention rules.

    (We're doing the above currently - by CC'ing a shared mailbox on all invoices and running a flow…

    159 votes
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    7 comments  ·  Document Management  ·  Admin →
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  2. Integrate Evernote with Xero

    Integrate Evernote with Xero so you can scan & store your invoices, receipts, expenses in evernote and link them to the relevant invoice in Xero - even better if Xero can read the data from evernote stored invoices & create draft invoice in Xero. Vote here to be kept up to date if Evernote do integrate with Xero.

    107 votes
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    7 comments  ·  Document Management  ·  Admin →
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  3. Integrate Xero API with Microsoft Flow

    Integrate with Microsoft Flow (https://flow.microsoft.com) to enable better integrations into Office 365 and other MS products (similar in many respects to Zapier). The number of potential opportunites for integraiton into the O365 and Microsoft ecosystem.
    This was orginally mentioned in Xero Business Community.
    https://community.xero.com/business/discussion/64732533/

    Here is one potential scenerio:
    Issue an invoice from Xero > Flow grabs the PDF of the invoice and stores to a SharePoint Online Document Library with appropiate MetaData for sharing and Data Loss Prevention rules.

    (We're doing the above currently - by CC'ing a shared mailbox on all invoices and running a flow…

    22 votes
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    1 comment  ·  Document Management  ·  Admin →
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  4. Organised Document Management

    I would like to see document management where clients can upload a invoice and categorise it by month and supplier
    I would also like to see functionality where catergories can be customised

    1 vote
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    7 comments  ·  Document Management  ·  Admin →
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