Now Xero has a 2-Way Contact Sync!


About Xero

Xero is a small-business solution designed to help manage cash flow and simplify invoicing processes. Timesaving features include automatic bank reconciliation, easy-to-use search tool across all contacts and transactions, and free round-the-clock online support. Now you can sync Xero with these apps:

About PieSync

If your company is managing your cash flow with Xero and they also use a cloud-based CRM, an Email Marketing tool, a Customer Service platform, and 5 other tools, then you probably have customer contacts spread everywhere! Isolated islands of data translate into bad data, poor customer service and hours spent on the manual management of contacts (the old import/export process). PieSync has a great solution for you: a Contact Sync service that works bidirectionally and in real time integrating more than 90 cloud apps. This means that if you update your contact data in one app, you will have it updated automatically in the other one in real time. With PieSync, you can have your clients from Xero, Google Contacts, Zendesk, Active Campaign and many other cloud apps in perfect sync. You can also pick how you want to sync by deciding which fields to merge, which categories in each app should be in sync and much more. sync xero

Benefits of using PieSync

No more import/export of your contacts

Most cloud apps work with import/export functions, which means you have to periodically remember to update your cloud apps with new data. You just have to setup your connection with PieSync once and forget about manual labor, PieSync will take care of that for you.

Save Time

With PieSync, you no longer have to spend hours eliminating duplicate contacts, making sure everything is updated, etc. PieSync automatically transfers your data, and any updates you make, in real-time, across all your connected cloud apps.

5-minute setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations. It does not require any installation or download. The entire syncing solution exists in the cloud.

Share accurate customer information across the different departments of your company.

Are your marketing, sales and accountancy teams working on separate platforms in data silos? Data silos are inefficient and make communication between your teams and customers difficult. If your accountancy department is using Xero and your Sales team uses a CRM, you can keep in Sync the tags, groups or any other attribute between apps to empower each app with accurate and up-to-date information. xero hubspotNothing frustrates customers more than having to repeat their story each time they have contact with your company. Which is why you need to sync your data silos together so your teams can have a 360° overview on every customer, at all times. With your sales, marketing and customer care platforms all synced together, you’ll turn the average customer into brand advocates.

Related Article: 6 Ways to Blitz Sales Automation

Learn how to sync your Xero clients with PieSync:

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection. So what are you waiting for? Start your 14-day trial today!

About Claudia Martinez

Claudia helps the marketing team by producing awesome blogs, case studies, ebooks, and newsletters. This tech-savvy writer is constantly searching for that great story behind the use case. She also loves working with our partners to create unique co-marketing campaigns.