Xero is an accounting software that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

About Xero

The Xero helpdesk integration with Deskpro allows you to keep your invoicing and accounting more visible to agents. This can help if customers are requesting refunds or there are workflows that you want to automate if a customer purchases a product.

It is often used in conjunction with accounting teams or outsourced accountants, so it needs to be kept up to date and visible to the right people. If your accounting team are working within Xero, automated workflows can be set up to then trigger actions within your helpdesk, such as adding a new customer to the helpdesk after they purchase. Ensuring that your customer support team has the most up to date list of customers they need to support.

The Xero helpdesk integration with Deskpro can be accessed through Zapier. A list of the available Triggers and Actions from the Xero integration:

  • New Expense Claim Receipt
  • New Payment
  • New Bill
  • New Sales Invoice
  • New Contact
  • Create Bill
  • Create Sales Invoice
  • Create/Update Contact
  • Create Payment