Securely integrate Zendesk with Xero
Zendesk is a CRM platform focused on creating a better, more personalized service experience for your customers by providing targeted support based on their specific needs. Zendesk can also organize valuable customer data - including user information, customer service history, and support tickets - and store that data in one place for you to access at any time.
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.
Popular Use Cases
Bring all your Zendesk data to Amazon Redshift
Load your Zendesk data to Google BigQuery
ETL all your Zendesk data to Snowflake
Move your Zendesk data to MySQL
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
Integrate Zendesk With Xero Today
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Zendesk's End Points
Store data about all of your users - including customers, support agents, and administrators - and track the interactions that they have using Zendesk. Use this data to address common issues and create a better overall user experience.
Sort your customers into organizations either manually or based on their email address. This can help you better understand your customers’ needs and more accurately assign support team members to them.
Create support tickets from a range of sources, including email, social media, and other customers support interactions. Use these tickets to track customer usage trends, which will guide your support system moving forward.
Monitor group composition, group availability, and the kinds of support queries that specific groups are tackling and use that data to increase the efficiency of your support workflow.
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.