Integrate Xero with Wootric
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.
Wootric is a service that can create customers surveys and turn their responses into a measurable metric of customer happiness called a Net Promoter Score (NPS). Wootric’s surveys are designed to get the most responses possible by being both simpler and less aggressive than traditional surveys. The data gathered from these surveys can be used to rate and segment customers as well as offer analytics about your customer base at large.
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 Wootric data to Amazon Redshift
Load your Wootric data to Google BigQuery
ETL all your Wootric data to Snowflake
Move your Wootric data to MySQL
Integrate Xero With Wootric 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.
Wootric's End Points
Track the data associated with your Wootric survey responses. This allows Wootric to both provide you with analytic data about your NPS and integrate that data with your CRM.
Wootric End Users
Interact with data about your end users - including their contact information, their relationship with your company (such as what plan or product they use) and the date they were last surveyed - to gauge how out-of-date your data about each user may be. Then, use this information to decide if/when they should be surveyed again.
Monitor which Wootric surveys were declined and by whom. This data includes the ID of the respondent, the survey ID and the time at which it was declined. You can then identify which surveys were unsuccessful and which customers are unlikely to respond to surveys. This can help to accurately segment your customers and better gauge where they are in their lifecycle with your company.