Xero

designed for the average small company, xero has every major financial feature you would expect in a double entry accounting solution, including sales, purchases, expenses, inventory, and payroll its main selling point is its ease of use and collaboration features what can you do with xero in custify create segments and playbooks based on revenue and invoices for example, you can automate email follow up when the average number of days until an invoice is paid is surpassed create health scores in custify based on the revenue tracked in xero activation xero can help you sync customers’ revenue data to custify connect to xero by entering the xero api key, then make sure you have the unique attribute xero contact id (mandatory) populated in both systems, for the sync to be successful xero can only be used to enhance the data of customers that already exist in custify it will not create new company accounts here’s how you can bring the id in custify automatically imported via api (recommended) manually added or using the csv importer (not recommended) please note that you’ll need a xero admin account in order to activate the integration, as there are some terms & conditions to be accepted and full rights are needed in order to do so