Xero + bexio Integration

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - bexio integration, anytime a new Xero contact is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

If you have created a account in Xero, it's important to create a contact in bexio. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in bexio whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with bexio and Xero!

In bexio, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

If you use bexio to manage your invoice, you can also use Xero to create and manage task associated with those invoice. Creating a task in Xero will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use bexio as your bookkeeping software, there's an easy way to create task in Xero. With the help of this automation, whenever you create a new order in bexio, a task will automatically be created in Xero for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!