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Frequently Asked Questions about Cloudbeds + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cloudbeds and Xero
How do I connect my Cloudbeds account to Xero?
To connect your Cloudbeds account to Xero, you'll first need to create a Zap using our platform. In the Zap editor, choose 'Cloudbeds' as your trigger app and authenticate your account. Then, select 'Xero' as your action app and sign in to authorize access. Follow the prompts to map the data fields you wish to sync between systems.
What triggers are available for Cloudbeds in relation to Xero integration?
Currently, you can set up triggers for new bookings, modified reservations, and new payments in Cloudbeds. Once a trigger is activated, it can prompt actions like creating invoices or updating contacts in Xero automatically.
Can I sync my inventory levels from Cloudbeds to Xero?
Our integration allows you to automate inventory adjustments in Xero whenever there's a change in stock levels within Coudbeds. This helps maintain accurate product availability records across both platforms.
What kind of actions can be automated in Xero using this integration?
Once a trigger from Cloudbeds is detected, you can automate several actions in Xero such as creating invoices for new bookings or updating customer details when their reservation information changes.
How often is data synced between Cloudbeds and Xero?
Data between Cloudbeds and Xero is synced as soon as a triggering event occurs. For instance, a new booking in Cloudbeds will immediately prompt an invoice creation or update in Xero.
Is it possible to update customer contact information from Cloudbeds into Xero?
Yes, changes made to customer contact information in Cloudbeds can be set as triggers that update the respective contacts automatically within your Xero account.
What should I do if the integration between Cloudbeds and Xero isn't working properly?
If you experience issues with the integration not functioning correctly, we recommend checking your Zap history for any errors or disconnections first. Ensure that both apps are connected properly and that all fields are mapped accurately. If the problem persists, reach out for support through our help channels.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.