Business Performance With Data Integrity

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Transform Every Aspect Of Your Business

Order Processing And Invoice Management

The integration enables you to send automatic invoices to customers from Xero for every order placed on Magento. Also, the integration minimises the accounting related to orders and invoices with automation. Additionally, each order status change on either Xero or Magento is also reflected on the other system.

Therefore, your order processing team, customers, and service team can see the accurate status of an order from their systems. The integration also allows you automatically create both unpaid and paid invoices with seamless tracking of payments. You can also sync payment methods and tax codes between both systems for automatic tracking of payments and taxes.

Inventory Management

The custom Magento integration with Xero allows you to get the full use of the inventory features of Xero from Magento for accurate stock details. The data syncing allows you to update stock quantity available for purchase on your Ecommerce store and help you track the inventory details from your online store.

The seamless inventory and sales data syncing allow you to pull reports to see how well items are selling. You can also use the reports to forecast sales, check inventory commitments with suppliers, and restock products from a single window.

Products Management

The integrator features a “Products” module that allows you to convert inventory as products on Xero, add descriptions, images, attributes, and other details, and sync with Magento as products. This simplifies most jobs associated with product management on your Ecommerce.

Importantly, you can choose unidirectional or bidirectional product syncing based on your process flow. You can also update Income accounts and COGS accounts to track every transaction accurately on your systems.

Customer Management

The custom Magento 2 Xero integration also allows you to track every customer data from the Ecommerce on Xero. Whenever a new customer registers on Magento, Xero captures all the information. The integration also keeps payments, invoices, and orders of customers in one place.

You can also create groups and lists with customer data and provide them with more tailored services to maximise sales and profits. This allows you to give offers and special pricing to customers and have more effective communication for better customer engagement.

Finance Management

The seamless tracking of every transaction and corresponding accounting processes allows you to see your business’s up-to-date financial health. You can quickly view the short-term cash flow to make accurate business decisions. The analytics features of Xero allows you to get more with predictions and customisation.

The integration also helps you get various reports in custom formats for your teams to process. It also minimises the reporting time of your processes.
Integrity

The integrator features the SYNC module to ensure the integrity of data all the time on your systems. It reports every error on your Magento and Apparel21 to ensure you get data syncing based on your data flow mapping. Additionally, the syncing brings the data to the centre of the integration for an easy view.

Therefore, you don’t need to switch between systems to get information and data. Data integrity also contributes to the efficiency of your processes and improves your control over your business.

Disconnected systems pose a huge challenge for businesses to run efficient operations. It demands manual data entry in both systems and makes your processes error-prone. Not only that, the resource-intensive manual processes affect the efficiency of your business operations – affecting customer satisfaction.

Custom Magento 2 Xero integration helps you ensure seamless data exchange between your systems for accurate data. The integration also automates several repetitive processes in orders, inventory, invoices, customers, accounts and finance, and more. Therefore, your workforce can focus more on the growth areas of your business than doing repetitive and mundane tasks.

Accurate and up-to-date data on your systems also help you improve your customer relationship with complete visibility of customer data and effective communication.

SaaS application Integrator features an interactive Dashboard for a quick view of the key data of your business. This enables you to make accurate business decisions and contribute to its success. You will see total new orders, synced data, new customers, fulfilled data, and more listed on top of the Dashboard.

The integrator also gives you options to see the data of your processes as modules to help you understand the performance of your business processes. You can also customise the Dashboard of the integrator to see the most critical data of your business updated on it for a quick view.

Key Integration Flows

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How to integrate Xero with Magento?

You have several options to integrate Xero and Magento as they are popular accounting and Ecommerce systems. Some of the options you can consider are manual integration using APIs, third-party integration apps, and middleware. If you prefer a codeless and completely tailored integration solution, SaaS Integrator can be a great choice.

The integrator has an intuitive Dashboard that allows you quickly develop data syncing without technical expertise or prior experience. It also has out-of-box integration apps, pre-built templates, and advanced integration tools to help you establish data connections between your systems seamlessly.

Integration Platforms

SaaS Integrator is a codeless iPaaS integration platform that allows you to connect your Ecommerce with ERP and various other backend and third-party systems. The Integrator creates seamless connections between all the major Ecommerce, ERP, CRM, accounting, POS, and marketing systems. Explore various systems and tools SaaS Integrator connects with: