Xero

Automatically send review invitations and centralise contacts across Podium and Xero.

• Streamline your accounts receivable process by sending links to invoices via text as well as reminders the day before they’re due.
• Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!
• Improve your online reputation by requesting reviews after transactions.

Compatibility

Your Xero account must have API access

Setup Process

1. Click Connect.
2. Select the Podium location you’d like to connect to Xero.
3. Allow Xero to access the appropriate Podium data.
4. Allow Podium to access the appropriate Xero data. (Log in to Xero if necessary)
5. Make sure you’ve selected the appropriate country.
6. Click Next.
7. Make sure you select the appropriate Xero organisation.
8. Check the box for Contact Import & Syncing.
9. Click Finish.
10. Select the automations to use with your Xero integration.
11. Click Activate.