Integrate Xero to Atlassian
Xero is a cloud-based accounting software. It’s designed to give business owners complete visibility and control over their finances through a variety of tools, including inventory management, point-of-sales, built-in invoices, secure bank account access, and a customer database.
Integrate Xero to Atlassian
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve data about any account you have in Xero - bank accounts, expense accounts, sales accounts, etc., - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints - like invoices and payments - to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall financial performance.
Track all bank transactions that are captured by Xero, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, relevant contact IDs, and type of transaction - to better understand your finances and see if any changes need to be made.
Get a range of important accounting data for different contacts within your Xero database. This includes communication details - like the contact’s name, email address, and organization - as well as details about their relationship with your company, such as their outstanding balance and their customer status.
Create or retrieve data related to any bank transfers to or from accounts that are linked to Xero. This can include the name and ID of every involved account, the amount that was transferred, and the date the transfer happened. This data can help you keep track of your bank accounts so that you can maintain an accurate and clean accounting database.
Retrieve data for any invoice that has been prepared and sent using Xero, including its total amount, due date, associated contacts, and relevant payment IDs. This data can help you accurately track a variety of financial metrics, including your sales data and your expected revenue.
Get details about any payments that were sent to Xero for accounting, including the payment date, amount, and any unique identifiers that are associated with it, including account ID and invoice ID. Then, use those IDs to link the payments back to relevant accounts, contacts, and invoices. This will help you create more detailed and accurate sales analytics.
Popular Use Cases
Xplenty can extract any data that you need from Atlassian. Here are some of our most popular use cases:
Request information about your service desk instance, including its version number, how long the instance has been running and what build it is. Accessing this data will, among other things, allow you to more successfully integrate your service desk with other relevant data sources.
Create a customer entity in JIRA Service Desk by providing Atlassian with the customer’s name, email and display name. Then, use this data in other endpoints to track service requests for a specific customer or integrate it with customer service data from other sources to provide a more comprehensive view of a customer’s journey.
Retrieve data on organizations that are engaging with your service desk, including the organizations’ names, IDs, properties and associated users. Then, access this endpoint to track those organizations, their users and their service requests so that you can have a better understanding of your service interactions with them.
Track any and all customer service requests and get relevant data, such as the customer’s contact info, the reason for the request, and the status of the request (what step it is on in your customer service process). Use this data to evaluate how well your company is responding to these requests and/or monitor customer service trends.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.