If you have created a account in Xero, it's important to create a contact person in Superfaktura. 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.
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 - Superfaktura integration, anytime a new Xero contact is created, an Superfaktura contact person 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.
You Can Also Connect Superfaktura or Xero With 1400+ Other Apps
Superfaktura
Superfaktura is an all-in-one invoicing platform that helps you streamline financial transactions. Catering to individual professionals, e-shops, and thriving businesses, it prioritizes your data's security and ensures legislative compliance.
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.