Xero
Autopilot

Integrate Xero with Autopilot

About Xero

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.

About Autopilot

Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real time.

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 Autopilot data to Amazon Redshift

Load your Autopilot data to Google BigQuery

ETL all your Autopilot data to Snowflake

Move your Autopilot data to MySQL

Integrate Xero With Autopilot Today

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Xero's End Points

Xero Contacts

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.

Xero Accounts

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.

Xero Items

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.

Xero Invoices

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.

Xero Receipts

Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.

Xero Payments

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.

Xero Reports

Review your most commonly viewed reports in Xero, and use data to improve your efficiency and gain actionable insight.

Autopilot's End Points

Autopilot Contacts

Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.

Autopilot Smart Segments

Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.

Autopilot Journeys

Get a list of Autopilot journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.

See What Xplenty Can Do For You

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