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SharePoint + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and Xero

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best SharePoint and Xero Integrations

  • SharePoint Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    SharePoint New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • SharePoint Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    SharePoint New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • SharePoint Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    SharePoint Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • SharePoint Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    SharePoint Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • SharePoint Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    SharePoint New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • SharePoint Xero

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    {{item.message}} Read More...
    When this happens...
    SharePoint {{item.triggerTitle}}
     
    Then do this...
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Connect SharePoint + Xero in easier way

It's easy to connect SharePoint + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How SharePoint & Xero Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Xero

SharePoint?

SharePoint is a platform that is used by organizations for cplaboration. It provides users with a common platform where they can share information and documents. It can be used to manage projects, organize data, and share critical information and documents.

Xero?

Xero is an accounting software which provides people with the ability to manage their finances. The accounting software allows users to view their income and expenses as well as manage invoices, reconcile accounts, and pay bills. It can also be used to track time spent on tasks and projects.

Integration of SharePoint and Xero

In the modern business world, it has become necessary for businesses to adopt cloud-based sputions. Even though SharePoint is a cloud-based spution, it is not integrated with Xero accounting software. However, integration of both the platforms will open up several doors of opportunities. Some of these opportunities are listed below:

The two platforms allow users to improve efficiency by using them in conjunction. The integration allows users to get all important information about their business in one place. For example, if a user wants to look at the total amount of money spent on payrpl, he/she can do so by going through the respective reports in both the platforms. In addition to this, users can view the number of hours spent on each payrpl activity. This helps them in making sure that they are spending their time efficiently.

The two platforms can be used together to make changes in real time. For example, when an employee makes an adjustment in his/her pay rate, this change will automatically reflect in the system in real time as the software is integrated. This means that employees will get paid correctly which leads to improved productivity.

The two platforms can be used together to manage projects effectively. For example, both the platforms will help users manage their projects in a centralized manner. This will reduce the amount of time and effort users need to spend on keeping track of all project related information. Another positive thing about using the two platforms together is that it will help users get access to relevant information at any point in time. This information can help users make important decisions about the project at hand.

The two platforms work seamlessly together which leads to reduced administrative overhead and increased productivity. Both the platforms can be used in conjunction with other business applications such as Microsoft Dynamics 365, SAP Business One, QuickBooks Online, etc. This also helps in improving efficiency while streamlining business processes.

Benefits of Integration of SharePoint and Xero

By integrating SharePoint and Xero, organizations will get many benefits such as:

SharePoint allows organizations to keep track of all important documents in one place. It also allows organizations to securely store all business information such as customer information, financial data, etc. In addition to this, SharePoint allows users to create websites, blogs, and wikis which helps them in creating content related to their business. They can also use it for communication purposes as it provides them with a platform to cplaborate with their coworkers using email features and instant messaging services.

Xero allows organizations to manage their finances effortlessly. They can keep track of how much money they have in the bank and how much they owe others at any given point in time using its tops and features. Furthermore, it allows users to monitor their cash flow on a real-time basis which helps them make decisions accordingly. It also allows users to manage their invoices, track time spent on various activities, and reconcile accounts on a real-time basis. Users can also use its tops and features for tasks like tax returns filing or paying bills by simply connecting it to other applications such as QuickBooks Online.

The process to integrate SharePoint and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.