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How Zapier works
Zapier makes it easy to integrate Sage Accounting with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Sage Accounting and Xero, automating your workflow.
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.
- New Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Product
Triggers when a new product is created.
Try ItTriggerPolling - New Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerPolling
- New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerPolling - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerPolling - New Service
Triggers when a new service is created.
Try ItTriggerPolling
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Frequently Asked Questions about Sage Accounting + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Xero
Can I automate data transfer between Sage Accounting and Xero?
Yes, you can automate data transfer using triggers and actions. For instance, you can set a trigger that activates whenever a new invoice is created in Sage Accounting, prompting an action to automatically create the same invoice in Xero.
What types of triggers are available for integrating Sage Accounting with Xero?
Triggers include events such as 'New Invoice', 'Updated Invoice', or 'Invoice Paid' in Sage Accounting, which can initiate actions like creating or updating invoices and contacts in Xero.
Do the integrations support two-way synchronization between Sage Accounting and Xero?
The integration primarily focuses on one-way automation where a trigger event in one system initiates an action in the other. However, by setting up multiple Zaps, data can be constantly updated in both systems to mimic two-way synchronization.
How do I handle duplicate entries when integrating Sage Accounting with Xero?
To manage duplicates, ensure your Zaps check for existing records before creating new ones. Use filters and search steps to verify if an entry already exists in either system before it’s added again.
Is it possible to update existing entries automatically across both systems?
Yes, you can set up triggers like 'Updated Customer' or 'Modified Invoice' that will automatically update those records in the corresponding system. Make sure your mapping fields are correct to ensure data integrity.
Are there any specific actions supported by our integration for managing financial transactions?
Actions such as 'Create Bill', 'Update Payment Status', and 'Add Expense' are supported. These allow detailed financial transaction management between Sage Accounting and Xero through designated trigger events.
What should I do if my Zap encounters an error during operation?
If a Zap fails, check the task history to identify the error details. Common solutions involve verifying correct field mappings or ensuring both apps have the necessary permissions enabled for all required actions.