Integrate Xero to Promoter.io
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.
Vote for Xero to Promoter.io
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 Promoter.io. Here are some of our most popular use cases:
Create or retrieve data about a contact, including their name, contact ID, email, and any attributes that have been assigned to them. Then, use those attributes to filter your NPS analytics so that they show company performance within a more specific set of parameters.
Set up an email campaign on Promoter.io by providing the name of the campaign, the dates it will run, and the contact list the campaign is being sent to. Then, specify whether to survey the entire contact list or only contacts that haven’t been surveyed yet. This will allow you to create specialized campaigns for the new recipients on your lists.
Retrieve customer feedback that Promoter.io has collected, including the contact information for the respondee, the score they chose, any comments they left, and whether those comments are positive or negative.
Create or modify a list of recipients that you wish to survey. You can choose to allow Promoter.io to automatically add contacts as you survey them, or you can integrate Promoter.io with an existing contact list that you wish to survey.
Personalize the email templates used for your survey campaigns by branding them with your logo, writing introductions to the survey questions, or specifying what products or companies the surveys are for.