Integrate Xero with Invoca
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.
Invoca provides call tracking and analytics, allowing users to connect their phone calls and conversations to their larger sales and marketing journeys and use this information to drive revenue and delight their customers.
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 Invoca data to Amazon Redshift
Load your Invoca data to Google BigQuery
ETL all your Invoca data to Snowflake
Move your Invoca data to MySQL
Integrate Xero With Invoca 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.
Invoca's End Points
Invoca Conversion Reporting
Report completed order information and other conversion events, allowing you to stay on top of changes that could be difficult to track, including phone conversions and revenue.
Invoca Network Integration
Integrate with the Invoca Marketing Automation platform to create, read, update, and delete your marketing and sales operations. This can help you understand campaign effectiveness and make actionable, positive changes.
Retrieve call transactions and correct existing transactions to stay on top of customer interactions.
Allocate a dynamic, trackable promo phone number from a RingPool. When people call, this returns a promo number and a formatted click-through URL. This can help you keep track of your efforts and credit your affiliates for calls.