Securely integrate Xero with AskNicely
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.
AskNicely is a survey tool that allows users to collect and act on real-time customer feedback using the net promoter score (NPS) framework. This helps them accurately understand their performance and increase their customer retention, reviews, and referrals.
Popular Use Cases
Bring all your Xero data to Amazon Redshift
Load your Xero data to Google BigQuery
ETL all your Xero data to Snowflake
Move your Xero data to MySQL
Bring all your AskNicely data to Amazon Redshift
Load your AskNicely data to Google BigQuery
ETL all your AskNicely data to Snowflake
Move your AskNicely data to MySQL
Integrate Xero With AskNicely Today
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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 in Xero, and use data to improve your efficiency and gain actionable insight.
AskNicely's End Points
Use simple one-touch surveys to generate valuable customer feedback. Then, use this information to create and track your Net Promoter Score (NPS) based on product, channel, rep, etc. This can help provide customer analytics both within AskNicely and in other data sources.
Utilize the survey information both to better interact with your customers and to empower your team. With the survey results, your whole company can gain an accurate understanding of customer experience and your team can take immediate action to drive retention, upgrades, reviews and referrals.
Use your NPS to track your performance over time and see the impact that your marketing and sales campaigns are actually having on customer intent.
Increase the number of customer responses with AskNicely’s automations and optimizations. Then, integrate this customer feedback with other relevant data sources to get a comprehensive overview of your customers and improve your long-term business strategies.
View important metrics for your account like your NPS and the percentage of your respondents that had positive or negative survey responses. This provides a broader view of your survey performance that can help you determine your overall business performance.