Xero Online offers a wide range of apps and integrations to enhance its functionality and tailor the software to your specific business needs. These apps, often developed by third-party providers, can integrate seamlessly with Xero to provide additional features, automate tasks, and streamline various aspects of your business operations. Here’s how to explore and use apps and integrations in Xero Online:
1. Access the Xero App Marketplace:
- The Xero App Marketplace is the central hub for finding and accessing third-party apps and integrations that work with Xero. To get started:a. Log in to your Xero account.
b. From the dashboard, click on “Apps” or “App Marketplace” in the top menu bar. You can also access it via https://apps.xero.com/.
2. Browse and Search for Apps:
- In the App Marketplace, you can browse apps by category or search for specific solutions. Categories include accounting, invoicing, payroll, e-commerce, CRM, and more.
3. Explore App Listings:
- Click on an app listing to access detailed information, including a description, pricing details, user reviews, and system requirements. This information will help you assess whether the app is suitable for your business.
4. Install Apps:
- If you find an app that meets your needs, you can often install it directly from the App Marketplace. Follow the installation steps provided by the app provider.
5. Connect Xero:
- After installing an app, you’ll typically need to connect it to your Xero account. This process may involve granting permissions for data access and synchronization between Xero and the app.
6. Configure App Settings:
- Depending on the app, you may need to configure settings to customize how it integrates with Xero and how it functions within your business processes.
7. Use the App:
- Once configured, you can start using the app to automate tasks, access additional features, or improve specific business functions.
Popular Xero Online Apps and Integrations:
Xero’s App Marketplace offers a vast selection of apps and integrations for various business needs. Here are some popular categories and examples of apps commonly used with Xero:
- Accounting and Bookkeeping: Apps like Receipt Bank, Hubdoc, and Expensify help automate expense tracking and document management.
- Inventory and E-commerce: Solutions like Shopify, WooCommerce, and Dear Inventory integrate with Xero to manage inventory and online sales.
- Payroll: Gusto, Deputy, and TSheets offer payroll management and time tracking integrations.
- CRM and Marketing: Salesforce, Mailchimp, and HubSpot integrate with Xero for customer relationship management and marketing.
- Payment Processing: Stripe, PayPal, and Square offer payment processing integrations for Xero invoices.
- Expense Management: Apps like Concur and Pleo streamline expense approvals and reimbursements.
- Reporting and Analytics: Spotlight Reporting and Fathom provide advanced reporting and analytics tools.
- Project Management: WorkflowMax and Wrike integrate with Xero for project and task management.
- Point of Sale (POS): Vend and Square POS sync sales data with Xero’s accounting functions.
- Business Intelligence: Power BI and Tableau allow for in-depth data analysis and visualization.
Regularly Review and Update:
As your business needs evolve, you may discover new apps or integrations that can improve your operations. It’s a good practice to periodically review your app stack and explore new options to stay efficient and competitive. Additionally, ensure that your integrated apps are kept up to date to maintain smooth functionality with Xero.
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