Connect Exact Online and Xero to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Exact Online 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 or Updated Account" from Exact Online.
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 Exact Online 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.
- DivisionRequired
- Receive Updates on Deleted Accounts
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Receive Updates on Deleted Bank Entries
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Expand Batch Numbers
- Expand Serial Numbers
- Receive Updates on Deleted Goods Deliveries
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Event Type Copy
Try ItTriggerInstant
- DivisionRequired
- Receive Updates on Deleted Bank Accounts
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Receive Updates on Deleted Contacts
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Receive Updates on Deleted Items
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Receive Updates on Deleted Opportunities
- Event Type Copy
Try ItTriggerInstant
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Connect Exact Online and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about Exact Online + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Xero
What is required to integrate Exact Online with Xero?
To integrate Exact Online with Xero, you'll need active accounts for both platforms. Our integration tool requires permissions to access data from your Exact Online account and push data into your Xero account. Make sure your user role has the necessary access rights in both systems.
Can I automatically create invoices in Xero from Exact Online orders?
Yes, by setting up a workflow, you can trigger actions in Xero whenever a new order is placed in Exact Online. This allows you to automatically generate an invoice in Xero without manual intervention.
How do I handle foreign currency transactions in the integration?
Our integration supports multi-currency transactions. Ensure that both your Exact Online and Xero accounts are set up for multi-currency operations to allow seamless conversion and entry of foreign transactions.
Is it possible to synchronize contacts between Exact Online and Xero?
Absolutely. You can set a trigger to update or create contacts in one system whenever they are updated or created in the other, keeping your databases consistent across both platforms.
Are there any limitations on data fields when integrating these two systems?
While our integration covers most standard fields, some custom fields may not be supported. It's always a good idea to review which fields are essential for your business process and check compatibility before proceeding with the setup.
How often can data be synchronized between the systems?
The frequency of synchronization depends on your subscription level with us. Generally, you can set triggers for real-time updates or schedule them at intervals such as hourly or daily based on your requirements.
What happens if there is an error during synchronization?
If an error occurs during synchronization, our system will attempt retries according to predefined rules. Additionally, you will be notified immediately so you can investigate the issue. You can also check logs for detailed information on any errors encountered.
