Insightly CRM & Xero Integration

Xero is cloud-based accounting software for small businesses. It’s built to manage finances and support collaboration with accountants and bookkeepers. Customers use it to send invoices, accept payments, build reports, and automate data flow.

Why integrate Insightly and Xero with AppConnect?

Xero helps companies organize and manage accounting data. Integrating Xero with Insightly links your important data to your CRM system so that you can reduce time spend more time creating meaningful experiences for your customers.

Use Cases: Integrating Insightly and Xero with AppConnect

  • Automatically sync customer data between Insightly and Xero for any updates Insightly provides a single source of truth across all data sources. When new prospects transition to customers, their data flows between Insightly and Xero to ensure consistency and alignment. By integrating Insightly and Xero, the transfer is automated, saving you from the need to duplicate work across applications and reducing the possibility of errors.
  • Streamline invoicing by creating Xero Invoices in Insightly When you connect Xero to Insightly, you can create Xero invoices directly in Insightly. If the contact doesn’t exist in Xero, Insightly will create a new contact using your CRM data and link contacts between the systems. New invoices appear in Xero for you to approve and updates are automatically pushed back to Insightly.
  • View and manage accounting records within Insightly With a Xero integration, you can view your accounting data directly in Insightly. The platform displays an overview from Xero, including contact information and a financial summary. You can copy details such as contact names and phone numbers from an Insightly record to the corresponding Xero contact to avoid moving between systems.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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