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Xero + Klaviyo Integrations

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

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.

About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

Klaviyo Integrations
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Best Xero and Klaviyo Integrations

  • Xero Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Xero 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
  • Xero Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Xero 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
  • Xero Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Xero 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
  • Xero Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Xero 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
  • Xero Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Xero 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
  • Xero Xero

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

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

    Triggers
  • 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)

  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

    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.

  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

How Xero & Klaviyo Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Xero and Klaviyo

Xero?

Xero is a cloud-based accounting software that helps small and medium business owners to track and manage their finances easily. It is suitable for both small and medium business owners, but it is more suitable for the smaller businesses as it has features for SMBs such as invoicing, bank reconciliation, reporting and online statements.

Klaviyo?

Klaviyo is a marketing automation suite for ecommerce companies that integrates with most major ecommerce platforms such as Shopify, Magento, BigCommerce, WooCommerce, Squarespace, Big Cartel, Vpusion, Amazon S3, 2Checkout and Google Shopping. It enables marketers to create targeted emails that are sent to customers based on their behaviour. For example. if a customer clicks on a certain product, he or she will receive an email about that particular product. On the other hand, if a customer hasn't clicked on any products, he or she will receive an email encouraging them to browse through the store.

Integration of Xero and Klaviyo

The integration of Xero and Klaviyo allows users to track sales and analyse data from their website in the same platform. The integration includes Klaviyo's Email Marketing, Product Recommendations and Web Analytics features. Some of the benefits of the integration are detailed below. Additionally, there are also ways to extend the integration to help with marketing automation and customer relationship management (CRM. via Klaviyo's Add-ons.

Benefits of Integration with Xero:

Real-time Data Driven Marketing. By combining real-time data from Klaviyo with your Xero account, you can send highly relevant and personalized emails and retargeting ads to increase your sales. Powerful Analytics. With Klaviyo you can easily get insights into your customers' preferences and purchase history to improve your marketing campaigns. Easy Access to All Your Financial Data. You'll never have to leave Klaviyo or switch between multiple platforms to stay up-to-date on your business information. Instead, you'll have all of your financial data in one place so you can make better decisions and achieve faster growth.

Benefits of Integration of Xero and Klaviyo

The integration of Xero and Klaviyo is beneficial to many ecommerce businesses including B2C and B2B businesses. Below are some of the benefits of this integration:

Real-time Data Driven Marketing. Being able to view all your store data in one place allows for creating highly targeted campaigns. For example, if a customer has not made any purchases yet, he or she will be encouraged by an email to buy a certain product. On the other hand, if a customer has already purchased some products previously, he or she will be encouraged by an email to purchase other products. As a result, this will increase your conversion rate substantially. Real-time Data Driven Product Recommendations. If a visitor didn't purchase any items yet, he or she will be recommended a specific product via an email or web page. This will encourage him or her to buy that product right away. As a result, this will increase your conversion rate substantially. Customer Relationship Management (CRM). CRM refers to "a system that automates data input, storage, retrieval, manipulation and presentation on behalf of customers." (www.businessdictionary.com. Therefore, it helps you to better manage your customers' accounts and orders which in turn improves customer service. For example, if a customer has not purchased anything after making a certain number of visits to your website, you will be notified so that you can provide better customer service. Additionally, it will also help you reduce your marketing efforts because you will be focusing on customers who are likely to buy something soon. Easy Access to All Your Financial Data. Viewing all financial data in one platform allows e-commerce businesses to make better decisions quickly. For example, you can access data from your accounting software at any time without switching between multiple platforms. With just one login you can access all your financial data instead of logging into several different platforms. Additionally, you don't have to manually enter financial data from your accounting software into another platform since everything will be stored in one place.

This guide covered how to integrate Xero and Klaviyo. However, it is important to note that there are two options when setting up the integration. Webhooks and XML API. The Webhooks option requires less effort from the user since it is less technical; however, it provides limited data compared to the XML API option. On the other hand, the XML API option requires more effort from the user since it is more technical; however, it provides more advanced features than the Webhooks option.

The process to integrate Xero and Klaviyo 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.