Integrate Delighted with Xero
Delighted is a service that employs single question surveys to provide businesses with real-time customer feedback. Each survey question can have a rating scale for customers to select from as well as a section where customers have the option to leave a free-form comment. This provides both a numerical score - that can be collected to create a Net Promoter Score (NPS) - and useful customer feedback that Delighted can filter and search to retrieve the most useful responses for a given purpose.
Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.
Integrate Delighted With Xero Today
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Delighted's End Points
Create a survey recipient, including their customer ID, email address and phone number. Then, you can customize your survey delays based on your customers’ needs and preferences, specifying how you want the surveys sent - via SMS or email - and how frequently you want them sent.
Retrieve data from customer responses, including the score they selected, any comments they left in response to the survey and the person ID for the customer (which allows you to continue to track their responses). Additionally, use this data to create and update your Net Promoter Score, which can help provide customer analytics both within Delighted and in other data sources via integration.
View important metrics for your account like your NPS and the percentage of your respondents that identified as promoters, passives, or detractors. This provides a broader view of your survey performance that can help you determine your overall business performance.
When someone unsubscribes, you can maintain their previous survey response data and view their old emails. When integrated with other user data, this information can provide key business insights. It can also be used to run an array of business analyses, including predictive analytics.
Xero's End Points
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports, and use data to improve your efficiency and gain actionable insight.